Plan Snapshot
- Plan Sponsor: Rise Wisconsin, INC.
- Sponsor EIN: 912064768
- Sponsor Address: 2120 FORDEM AVE, MADISON, WI, 537044696
- Plan Type: 403(b)
- Total Participants: 76
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 76 | $5.0M | $209,082 | $174,617 |
| 2023 | 116 | $4.8M | $202,638 | $196,277 |
| 2022 | 114 | $3.9M | $181,572 | $228,970 |
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 |
|---|---|---|---|---|
| WEGNER CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS 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 | $1,006 | — | — | — | — |
| 2023 | $602 | — | — | — | — |
| 2022 | $485 | — | — | — | — |