# Notre Dame School Of Milwaukee 401(k) Plan
Source: https://planprovider.pro/companies/notre-dame-school-of-milwaukee-391850760-001

> Notre Dame School Of Milwaukee's 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|—|—|

## Similar Plans

- [The Medical College Of Wisconsin, INC.](https://planprovider.pro/companies/the-medical-college-of-wisconsin-inc-403b-plan) — 6,844 participants

- [Marquette University](https://planprovider.pro/companies/marquette-unversity-403b-plan) — 3,088 participants

- [Wisconsin Association Of Independent Colleges And Universities](https://planprovider.pro/companies/wisconsin-association-of-independent-colleges-and-universities-401k-plan) — 1,904 participants

- [Herzing University, Ltd](https://planprovider.pro/companies/herzing-university-ltd-401k-plan) — 1,634 participants

- [Carthage College](https://planprovider.pro/companies/carthage-college-403b-plan) — 1,026 participants

- [Milwaukee School Of Engineering](https://planprovider.pro/companies/milwaukee-school-of-engineering-390477970-001) — 485 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/notre-dame-school-of-milwaukee-391850760-001)

© 2026 PlanProvider.Pro