Plan Snapshot
- Plan Sponsor: Boys & Girls Clubs Of Greater Mi
- Sponsor EIN: 390806292
- Sponsor Address: 1558 NORTH 6TH STREET, MILWAUKEE, WI, 53212
- Plan Type: 401(k)
- Total Participants: 484
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 484 | $12.7M | $480,852 | $518,743 |
| 2023 | 589 | $12.5M | $579,218 | $551,163 |
| 2022 | 961 | $10.0M | $469,660 | $443,282 |
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 | — | — | $0 |
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: $0
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 | $73,529 | $32,021 | — | — | — |
| 2023 | $79,069 | $39,603 | — | — | — |
| 2022 | $34,148 | — | — | — | $34,148 |