# The Board Of Trustees Of The Wisconsin Masons 401(K) Plan And Trust 401(k) Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-wisconsin-masons-401-k-plan-and-trust-392008571-001

> The Board Of Trustees Of The Wisconsin Masons 401(K) Plan And Trust's 401(k) plan: 811 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of The Wisconsin Masons 401(K) Plan And Trust

- **Sponsor EIN:** 392008571

- **Sponsor Address:** 2901 WEST BELTLINE HIGHWAY, MADISON, WI, 53713

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 811

- **Total Assets:** $27.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|811|$27.3M|$0|$1.4M|

| 2023|680|$25.3M|$0|$1.2M|

| 2022|646|$23.0M|$0|$1.1M|

## 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|

| EMPOWER ANNUITY INSURANCE|Other Service Provider|$40,887|—|$40,887|

| REINHART BOERNER VAN DEUREN S.C.|Other Service Provider|$29,664|—|$29,664|

| BENESYS, INC.|Other Service Provider|$18,916|—|$18,916|

| PENSION GROUP FINANCIAL GROUP LLC|Other Service Provider|$15,763|—|$15,763|

| SIKICH CPA LLC|Auditor|$13,156|—|$13,156|

| THE PREVIANT LAW FIRM|Other Service Provider|$8,619|—|$8,619|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,005

- **Estimated Expense Ratio:** 0.466% 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|$148,098|$67,219|$18,916|$13,156|—|

| 2023|$131,460|—|$17,889|$11,000|—|

| 2022|$123,458|$55,809|$15,371|—|$41,127|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-board-of-trustees-of-the-wisconsin-masons-401-k-plan-and-trust-392008571-001)

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