# Board Of Trustees Of The Retirement Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-retirement-plan-plan

> Board Of Trustees Of The Retirement Plan's DC plan: 1,960 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — RECORDKEEPER

- [REINHART BOERNER VAN DEUREN SC](https://planprovider.pro/provider/reinhart-boerner-van-deuren-sc) — LEGAL

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — CUSTODIAN

- [SIKICH CPA LLC](https://planprovider.pro/provider/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|

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