Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Wisconsin Masons Pension Fund
- Sponsor EIN: 396185238
- Sponsor Address: 2901 W. BELTLINE HWY STE 100, MADISON, WI, 53713
- Plan Type: DB
- Total Participants: 1,001
- Total Assets: $327.0M
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. |
|---|---|---|---|---|
| 2025 | 1,001 | $327.0M | $0 | $0 |
| 2024 | 1,051 | $301.4M | $0 | $0 |
| 2023 | 1,057 | $262.3M | $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 | $33,650 | — | $33,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,650
- Estimated Expense Ratio: 0.010% 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 |
|---|---|---|---|---|---|
| 2025 | $1,470,046 | $823,203 | $134,602 | $33,650 | — |
| 2024 | $1,544,420 | $930,641 | $130,089 | $31,750 | — |
| 2023 | $1,466,459 | $891,177 | $128,376 | — | $181,700 |