Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of North Central States Regional Council Of
- Sponsor EIN: 800234499
- Sponsor Address: PO BOX 4002, EAU CLAIRE, WI, 547024002
- Plan Type: DC
- Total Participants: 11,103
- Total Assets: $378.0M
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 | 11,103 | $378.0M | $38.5M | $0 |
| 2023 | 10,854 | $310.8M | $40.1M | $0 |
| 2022 | 10,094 | $235.1M | $36.1M | $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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $386,287 | — | $386,287 |
| WILSON MCSHANE CORPORATION | NONE | $123,477 | — | $123,477 |
| REINHART BOERNER VAN DEUREN S.C. | NONE | $31,556 | — | $31,556 |
| SEGAL MARCO ADVISORS | NONE | $31,250 | — | $31,250 |
| CLIFTONLARSONALLEN LLP | NONE | $20,843 | — | $20,843 |
| THE PREVIANT LAW FIRM S.C. | NONE | $6,658 | — | $6,658 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $600,071
- Estimated Expense Ratio: 0.159% 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 | $667,353 | $380,322 | $123,460 | $20,843 | — |
| 2023 | $649,881 | $347,716 | $118,174 | $17,614 | — |
| 2022 | $580,257 | $320,262 | — | — | $95,381 |