Plan Snapshot
- Plan Sponsor: Democratic Party Of Wisconsin
- Sponsor EIN: 390793066
- Sponsor Address: 15 NORTH PINCKNEY STREET, SUITE 200, MADISON, WI, 53703
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $2.4M
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 | 45 | $2.4M | $348,190 | $671,407 |
| 2023 | 87 | $1.6M | $214,965 | $365,353 |
| 2022 | 81 | $1.1M | $236,484 | $438,913 |
| 2021 | 91 | $677,534 | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $24,381 | $1,107 | $10,532 | — | — |
| 2023 | $3,226 | $3,226 | — | — | — |
| 2022 | $4,721 | $4,721 | — | — | — |
| 2021 | $6,592 | $120 | $6,472 | — | — |