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)
- 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. |
|---|---|---|---|---|
| 2025 | 101 | $4.3M | $0 | $0 |
| 2024 | 129 | $3.6M | $181,507 | $284,605 |
| 2023 | 98 | $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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $1,965 | — | $1,965 | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |