# Children'S Wisconsin 401(k) Plan
Source: https://planprovider.pro/companies/children-s-wisconsin-401k-plan

> Children'S Wisconsin's 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Children'S Wisconsin

- **Sponsor EIN:** 391500074

- **Sponsor Address:** 999 N. 92ND STREET, SUITE 210, MILWAUKEE, WI, 53226

- **Plan Type:** 401(k)

- **Total Participants:** 175

- **Total Assets:** $26.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|175|$26.8M|$923,721|$1.5M|

| 2023|180|$23.1M|$886,563|$1.5M|

| 2022|187|$19.4M|$842,457|$1.5M|

## 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|

| WIPFLI LLP|Auditor|$4,750|—|$4,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,750

- **Estimated Expense Ratio:** 0.018% 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|$17,082|—|—|$4,750|—|

| 2023|$11,809|—|—|$280|—|

| 2022|$15,435|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/children-s-wisconsin-401k-plan)

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