# Milwaukee Bucks, LLC 401(k) Plan
Source: https://planprovider.pro/companies/milwaukee-bucks-llc-401k-plan

> Milwaukee Bucks, LLC's 401(k) plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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