# Board Of Trustees Greater Wisconsin Employer-Union Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-greater-wisconsin-employer-union-pension-trust-fund-plan

> Board Of Trustees Greater Wisconsin Employer-Union Pension Trust Fund's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Greater Wisconsin Employer-Union Pension Trust Fund

- **Sponsor EIN:** 396188024

- **Sponsor Address:** 11270 W PARK PLACE, MILWAUKEE, WI, 53224

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $3.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$3.1M|$0|$0|

| 2023|0|$8.2M|$0|$0|

| 2022|0|$13.1M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SIKICH CPA LLC|Auditor|$16,480|—|$16,480|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,480

- **Estimated Expense Ratio:** 0.529% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$337,146|$23,325|$103,082|$16,480|—|

| 2023|$322,534|$45,142|$95,694|$16,000|—|

| 2022|$336,821|$69,115|$97,697|—|$63,120|

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