Plan Snapshot
- Plan Sponsor: Girl Scouts Of Wisconsin Southeast, INC.
- Sponsor EIN: 390892833
- Sponsor Address: 131 S 69TH STREET, MILWAUKEE, WI, 53214
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 129
- Total Assets: $8.9M
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. |
|---|---|---|---|---|
| 2025 | 129 | $8.9M | $0 | $0 |
| 2024 | 78 | $8.6M | $152,232 | $284,203 |
| 2023 | 84 | $8.0M | $128,360 | $277,679 |
| 2022 | 61 | $9.1M | $122,240 | $245,225 |
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 |
|---|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | Investment Advisor | $21,687 | $5 | $21,692 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $12,002 | — | $12,002 |
| THE RETIREMENT ADVANTAGE INC | Recordkeeper | $2,875 | $3,222 | $6,097 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,791
- Estimated Expense Ratio: 0.445% 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 |
|---|---|---|---|---|---|
| 2025 | $1,163,207 | — | $36,613 | — | — |
| 2024 | $33,014 | — | $33,014 | — | — |
| 2023 | $20,359 | — | $20,359 | — | — |
| 2022 | $564 | — | — | — | — |