Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Retirement Plan
- Sponsor EIN: 396135887
- Sponsor Address: 2201 SPRINGDALE ROAD, WAUKESHA, WI, 53186
- Plan Type: DC
- Total Participants: 1,960
- Total Assets: $374.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,960 | $374.0M | $15.3M | $0 |
| 2023 | 1,894 | $334.3M | $14.3M | $173,328 |
| 2022 | 1,762 | $278.8M | $13.2M | $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 |
|---|---|---|---|---|
| MILLIMAN | RECORDKEEPER | $168,805 | — | $168,805 |
| REINHART BOERNER VAN DEUREN SC | LEGAL | $94,142 | — | $94,142 |
| BENEFIT PLAN ADMINISTRATION OF WI | PLAN ADMINISTRATOR | $91,669 | — | $91,669 |
| MARINER INSTITUTIONAL, LLC | NONE | $33,750 | — | $33,750 |
| MATRIX TRUST COMPANY | CUSTODIAN | $33,134 | — | $33,134 |
| WISCONSIN SHEET METAL H&W FUND | OTHER SERVICES | $29,139 | — | $29,139 |
| SIKICH CPA LLC | ACCOUNTANT | $14,785 | — | $14,785 |
| ANDCO CONSULTING LLC | CONSULTANT | $11,250 | — | $11,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — RECORDKEEPER
- REINHART BOERNER VAN DEUREN SC — LEGAL
- MATRIX TRUST COMPANY — CUSTODIAN
- SIKICH CPA LLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $476,674
- Estimated Expense Ratio: 0.127% 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 | $515,017 | $45,000 | $91,669 | $14,785 | — |
| 2023 | $488,563 | $45,000 | $88,137 | $14,355 | — |
| 2022 | $438,754 | $77,512 | $85,649 | — | $84,747 |