# Planned Parenthood Of Wisconsin 401(k) Plan
Source: https://planprovider.pro/companies/planned-parenthood-of-wisconsin-401k-plan

> Planned Parenthood Of Wisconsin&#39;s 401(k) plan: 257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## 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|

| 2024|$9,400|—|—|—|—|

| 2023|$6,165|—|—|—|—|

| 2022|$5,214|—|—|—|—|

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