# Board Of Trustees Of The Wisconsin Sheet DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-wisconsin-sheet-plan

> Board Of Trustees Of The Wisconsin Sheet's DC plan: 1,119 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 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.](https://planprovider.pro/provider/milliman) — NONE

- [REINHART BOERNER VAN DEUREN SC](https://planprovider.pro/provider/reinhart-boerner-van-deuren-sc) — NONE

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — NONE

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

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