# Democratic Party Of Wisconsin 401(k) Plan
Source: https://planprovider.pro/companies/democratic-party-of-wisconsin-401k-plan

> Democratic Party Of Wisconsin&#39;s 401(k) plan: 45 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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