# Joint Board Of Trustees Of North Central States Regional Council Of DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-north-central-states-regional-council-of-plan-001-4499

> Joint Board Of Trustees Of North Central States Regional Council Of's DC plan: 11,103 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Joint Board Of Trustees Of North Central States Regional Council Of](https://planprovider.pro/companies/joint-board-of-trustees-of-north-central-states-regional-council-of-plan-001-9856) — 7,316 participants

- [Board Of Trustees Of The Retirement Plan](https://planprovider.pro/companies/board-of-trustees-of-the-retirement-plan-plan) — 1,960 participants

- [Board Of Trustees Of The Wisconsin Sheet](https://planprovider.pro/companies/board-of-trustees-of-the-wisconsin-sheet-plan) — 1,119 participants

- [Infinity Home Services Acquisition, LLC](https://planprovider.pro/companies/infinity-home-services-acquisition-llc-401k-plan) — 925 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-of-north-central-states-regional-council-of-plan-001-4499)

© 2026 PlanProvider.Pro