Plan Snapshot
- Plan Sponsor: Planned Parenthood Of Wisconsin
- Sponsor EIN: 390863391
- Sponsor Address: 302 N. JACKSON ST., MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $23.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 257 | $23.0M | $856,528 | $1.0M |
| 2023 | 227 | $20.9M | $758,031 | $873,522 |
| 2022 | 225 | $17.4M | $742,667 | $893,975 |
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 |
|---|---|---|---|---|
| JOHNSON BANK | Other Service Provider | $9,400 | — | $9,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,400
- Estimated Expense Ratio: 0.041% 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 | $9,400 | — | — | — | — |
| 2023 | $6,165 | — | — | — | — |
| 2022 | $5,214 | — | — | — | — |