Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of North Central States Regional Council Of
- Sponsor EIN: 396079856
- Sponsor Address: PO BOX 4002, EAU CLAIRE, WI, 547024002
- Plan Type: DB
- Total Participants: 7,316
- Total Assets: $1.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,316 | $1.8B | $100.1M | $0 |
| 2023 | 5,105 | $1.7B | $102.4M | $0 |
| 2022 | 5,662 | $1.6B | $97.8M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $61,488 | — | $61,488 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,488
- Estimated Expense Ratio: 0.003% 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 | $11,077,209 | $8,701,801 | $880,930 | $61,488 | — |
| 2023 | $10,016,115 | $7,611,565 | $870,595 | $66,197 | — |
| 2022 | $10,528,992 | $8,083,969 | $84,011 | — | $393,789 |