Plan Snapshot
- Plan Sponsor: Milwaukee Bucks, LLC
- Sponsor EIN: 391513690
- Sponsor Address: 1543 N 2ND STREET, 6TH FLOOR, MILWAUKEE, WI, 53212
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $29.1M
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 | 365 | $29.1M | $693,977 | $2.6M |
| 2023 | 368 | $23.6M | $679,418 | $2.5M |
| 2022 | 359 | $19.5M | $650,360 | $2.3M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $58,939 | — | $58,939 |
| PRIVATE ADVISOR GROUP | NONE | $47,166 | — | $47,166 |
| QBCO ASSURANCE, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,105
- Estimated Expense Ratio: 0.365% 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 | $106,105 | $47,166 | — | — | — |
| 2023 | $94,728 | $41,981 | — | — | — |
| 2022 | $101,857 | $48,358 | — | — | $53,499 |