Plan Snapshot
- Plan Sponsor: Madison One Holdings, LLC
- Sponsor EIN: 161618444
- Sponsor Address: 1919 S STOUGHTON RD, MADISON, WI, 537162849
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $18.4M
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. |
|---|---|---|---|---|
| 2024 | 131 | $18.4M | $302,475 | $998,009 |
| 2023 | 141 | $17.1M | $321,507 | $990,521 |
| 2022 | 149 | $15.6M | $325,275 | $1.0M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,080 | — | $4,080 | — | — |
| 2023 | $3,085 | — | $3,085 | — | — |
| 2022 | $2,412 | — | $2,412 | — | — |