Plan Snapshot
- Plan Sponsor: Milwaukee College Preparatory School Of Wisconsin
- Sponsor EIN: 391881295
- Sponsor Address: 1228 W LLOYD ST, STE 100, MILWAUKEE, WI, 53205
- Plan Type: 403(b)
- Total Participants: 125
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $3.7M | $285,924 | $446,394 |
| 2023 | 156 | $3.1M | $15,438 | $435,077 |
| 2022 | 179 | $2.5M | $288,784 | $567,415 |
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 |
|---|---|---|---|---|
| REILLY, PENNER & BENTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON, 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 | $12,390 | — | $12,390 | — | — |
| 2023 | $12,235 | — | $12,235 | — | — |
| 2022 | $12,232 | — | $12,232 | — | — |