Plan Snapshot
- Plan Sponsor: Family Services Of Northeast Wisconsin, Incorporated
- Sponsor EIN: 390827320
- Sponsor Address: PO BOX 22308, GREEN BAY, WI, 54305
- Plan Type: 403(b)
- Total Participants: 353
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 353 | $15.0M | $469,269 | $523,422 |
| 2023 | 319 | $13.8M | $387,826 | $489,518 |
| 2022 | 250 | $13.3M | $441,909 | $502,019 |
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 LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $54,363 | $50,626 | — | — | — |
| 2023 | $48,845 | $46,825 | — | — | — |
| 2022 | $50,107 | $48,616 | — | — | — |