Plan Snapshot
- Plan Sponsor: The Medical College Of Wisconsin, INC.
- Sponsor EIN: 390806261
- Sponsor Address: 8701 WATERTOWN PLANK ROAD, MILWAUKEE, WI, 532263548
- Plan Type: 403(b)
- Total Participants: 6,844
- Total Assets: $2.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6,844 | $2.6B | $57.4M | $88.5M |
| 2023 | 6,796 | $2.3B | $52.6M | $81.2M |
| 2022 | 6,591 | $2.0B | $49.2M | $74.5M |
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 |
|---|---|---|---|---|
| COLEMAN & WILLIAMS, LTD | Auditor | — | — | $0 |
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 | $1,009,155 | $371,030 | $675 | — | — |
| 2023 | $582,666 | — | $750 | — | — |
| 2022 | $460,644 | — | — | — | — |