Plan Snapshot
- Plan Sponsor: Milwaukee Rescue Mission
- Sponsor EIN: 390816851
- Sponsor Address: 830 NORTH 19TH STREET, MILWAUKEE, WI, 532331616
- Plan Type: DC
- Total Participants: 172
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 172 | $8.6M | $549,773 | $358,651 |
| 2023 | 167 | $8.0M | $671,981 | $316,552 |
| 2022 | 158 | $6.9M | $614,568 | $306,819 |
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 |
|---|---|---|---|---|
| VRAKAS, S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS, S.C. — 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 | $25,147 | $1,046 | $8,960 | — | — |
| 2023 | $27,333 | $27,333 | — | — | — |
| 2022 | $20,958 | — | — | — | $20,958 |