Plan Snapshot
- Plan Sponsor: State Bar Of Wisconsin
- Sponsor EIN: 390807061
- Sponsor Address: PO BOX 7158, MADISON, WI, 537077158
- Plan Type: DC
- Total Participants: 81
- Total Assets: $22.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $22.2M | $426,434 | $575,884 |
| 2023 | 81 | $19.9M | $411,037 | $527,868 |
| 2022 | 80 | $17.3M | $412,186 | $536,693 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $26,784 | $6,161 | — | — | — |
| 2023 | $21,931 | $2,762 | — | — | — |
| 2022 | $26,107 | — | — | — | $26,107 |