Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Wisconsin Sheet
- Sponsor EIN: 391965830
- Sponsor Address: 2201 SPRINGDALE ROAD, WAUKESHA, WI, 531862855
- Plan Type: DC
- Total Participants: 1,119
- Total Assets: $61.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,119 | $61.4M | $0 | $3.7M |
| 2023 | 995 | $54.9M | $0 | $3.6M |
| 2022 | 896 | $45.6M | $0 | $3.2M |
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, INC. | NONE | $102,219 | — | $102,219 |
| REINHART BOERNER VAN DEUREN SC | NONE | $80,489 | — | $80,489 |
| BENEFIT PLAN ADMINISTRATION | NONE | $23,269 | — | $23,269 |
| MARINER INSTITUTIONAL, LLC | NONE | $17,625 | — | $17,625 |
| SIKICH CPA LLC | NONE | $14,585 | — | $14,585 |
| MATRIX TRUST COMPANY | CUSTODIAN | $7,833 | — | $7,833 |
| ANDCO CONSULTING LLC | NONE | $5,875 | — | $5,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- REINHART BOERNER VAN DEUREN SC — NONE
- SIKICH CPA LLC — NONE
- MATRIX TRUST COMPANY — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $251,895
- Estimated Expense Ratio: 0.410% 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 | $245,978 | $23,500 | $23,269 | $14,585 | — |
| 2023 | $252,291 | $23,500 | $22,370 | $14,130 | — |
| 2022 | $237,393 | $31,134 | $21,728 | — | $71,166 |