Plan Snapshot
- Plan Sponsor: Milwaukee School Of Engineering
- Sponsor EIN: 390477970
- Sponsor Address: 1025 N BROADWAY, MILWAUKEE, WI, 532023109
- Plan Type: 403(b)
- Total Participants: 485
- Total Assets: $176.0M
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. |
|---|---|---|---|---|
| 2025 | 485 | $176.0M | $0 | $0 |
| 2024 | 462 | $158.4M | $0 | $0 |
| 2023 | 454 | $144.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $20,964 | — | $20,964 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,964
- Estimated Expense Ratio: 0.012% 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 |
|---|---|---|---|---|---|
| 2025 | $21,589 | — | — | $20,964 | — |
| 2024 | $16,500 | — | — | $15,900 | — |
| 2023 | $15,724 | — | $224 | — | $15,500 |