# Family Services Of Northeast Wisconsin, Incorporated DC Plan
Source: https://planprovider.pro/companies/family-services-of-northeast-wiscon-sin-incorporated-plan

> Family Services Of Northeast Wisconsin, Incorporated's DC plan: 353 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Services Of Northeast Wisconsin, Incorporated

- **Sponsor EIN:** 390827320

- **Sponsor Address:** PO BOX 22308, GREEN BAY, WI, 54305

- **Plan Type:** DC

- **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|

| ASSOCIATED TRUST COMPANY, N.A.|NONE|$54,363|—|$54,363|

| WIPFLI LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLC](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:** $54,363

- **Estimated Expense Ratio:** 0.363% 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|$54,363|$50,626|—|—|—|

| 2023|$48,845|$46,825|—|—|—|

| 2022|$50,107|$48,616|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/family-services-of-northeast-wiscon-sin-incorporated-plan)

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