Plan Snapshot
- Plan Sponsor: Notre Dame School Of Milwaukee
- Sponsor EIN: 391850760
- Sponsor Address: 2604 W. ORCHARD STREET, MILWAUKEE, WI, 53204
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 101
- Total Assets: $4.3M
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 | 101 | $4.3M | $225,103 | $353,715 |
| 2023 | 90 | $3.6M | $181,507 | $284,605 |
| 2022 | 83 | $2.7M | $173,710 | $269,503 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $31,174 | — | $31,174 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,174
- Estimated Expense Ratio: 0.717% 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 | $1,965 | — | $1,965 | — | — |
| 2023 | $85,414 | — | — | — | — |
| 2022 | $48,092 | — | — | — | — |