Plan Snapshot
- Plan Sponsor: St. Croix Chippewa Indians Of Wisconsin
- Sponsor EIN: 391210835
- Sponsor Address: 4264 ADMIN RD., WEBSTER, WI, 54893
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $1.3M
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 | 130 | $1.3M | $133,821 | $354,918 |
| 2023 | 100 | $814,027 | $80,357 | $239,819 |
| 2022 | 796 | $434,625 | $71,705 | $186,754 |
| 2021 | 733 | $242,811 | $0 | $0 |
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 — 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 | $2,875 | — | — | — | — |
| 2023 | $2,117 | — | — | — | — |
| 2022 | $1,336 | — | — | — | — |
| 2021 | $675 | — | — | — | — |