Plan Snapshot
- Plan Sponsor: Television Wisconsin, INC.
- Sponsor EIN: 390780599
- Sponsor Address: 7025 RAYMOND ROAD, MADISON, WI, 53719
- Plan Type: 401(k)
- Total Participants: 533
- Total Assets: $61.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 533 | $61.8M | $716,369 | $2.2M |
| 2023 | 479 | $61.1M | $1.5M | $2.1M |
| 2022 | 486 | $50.2M | $279,467 | $2.0M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $155,618 | — | $155,618 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $57,594 | — | $57,594 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,254 | — | $7,254 |
| RSM US | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,466
- Estimated Expense Ratio: 0.357% of plan assets
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 | $220,466 | $162,872 | — | — | — |
| 2023 | $192,768 | $143,487 | — | — | — |
| 2022 | $174,230 | $152,408 | $21,822 | — | — |