Plan Snapshot
- Plan Sponsor: Milwaukee Art Museum, INC.
- Sponsor EIN: 390806316
- Sponsor Address: 700 NORTH ART MUSEUM DRIVE, MILWAUKEE, WI, 53202
- Plan Type: 403(b)
- Total Participants: 171
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 171 | $9.1M | $165,325 | $613,055 |
| 2023 | 195 | $8.1M | $138,301 | $544,894 |
| 2022 | 241 | $6.6M | $109,245 | $436,973 |
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 | $50,152 | $25,406 | $25,314 | — | — |
| 2023 | $45,468 | — | $24,234 | $20,666 | — |
| 2022 | $45,326 | — | $44,860 | — | — |