Plan Snapshot
- Plan Sponsor: Delta Dental Of Wisconsin, INC.
- Sponsor EIN: 396094742
- Sponsor Address: 3100 BUSINESS PARK DRIVE, STEVENS POINT, WI, 54482
- Plan Type: 401(k)
- Total Participants: 374
- Total Assets: $73.9M
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 | 374 | $73.9M | $3.1M | $2.5M |
| 2023 | 338 | $63.9M | $2.9M | $2.4M |
| 2022 | 308 | $53.1M | $2.5M | $2.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $66,301 | — | $66,301 |
| GRANT THORTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,301
- Estimated Expense Ratio: 0.090% 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 | $66,301 | — | $66,301 | — | — |
| 2023 | $58,525 | — | $58,525 | — | — |
| 2022 | $51,450 | — | $51,450 | — | — |