# Southwestern Wisconsin Community Action Program, INC. 403(b) Plan
Source: https://planprovider.pro/companies/southwestern-wisconsin-community-action-program-inc-403b-plan

> Southwestern Wisconsin Community Action Program, INC.'s 403(b) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwestern Wisconsin Community Action Program, INC.

- **Sponsor EIN:** 391053511

- **Sponsor Address:** 201 S. IOWA ST, DODGEVILLE, WI, 53533

- **Plan Type:** 403(b)

- **Total Participants:** 133

- **Total Assets:** $4.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|133|$4.2M|$95,192|$248,479|

| 2023|132|$4.8M|$100,773|$240,431|

| 2022|144|$4.8M|$96,858|$266,623|

## 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|$21,172|$7,141|—|—|—|

| 2023|$19,085|$4,531|—|—|—|

| 2022|$18,625|—|$18,625|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwestern-wisconsin-community-action-program-inc-403b-plan)

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