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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $614,740 | — | $614,740 |
| WEALTHSPIRE ADVISORS, LLC | Investment Advisor | $71,413 | — | $71,413 |
| WFA ASSET MANAGEMENT CORP | Investment Advisor | $53,349 | — | $53,349 |
| LARSON FINANCIAL GROUP LLC | Investment Advisor | $49,253 | — | $49,253 |
| WEALTH ENHANCEMENT ADVISORY SE | Investment Advisor | $31,053 | — | $31,053 |
| CREATIVE PLANNING, LLC | Investment Advisor | $27,391 | — | $27,391 |
| ELLENBECKER INVESTMENT | Investment Advisor | $18,540 | — | $18,540 |
| THE MILWEALTH GROUP LLC | Investment Advisor | $18,074 | — | $18,074 |
| BLACKHAWK CAPITAL PARTNERS, LLC | Investment Advisor | $16,272 | — | $16,272 |
| LANDAAS & COMPANY | Investment Advisor | $15,844 | — | $15,844 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $15,577 | — | $15,577 |
| CHARLES SCHWAB & CO., INC. | Investment Advisor | $12,279 | — | $12,279 |
| VESTIA ADVISORS LLC | Investment Advisor | $9,989 | — | $9,989 |
| COMPASS CAPITAL MANAGEMENT INC | Investment Advisor | $8,087 | — | $8,087 |
| PETTINGA FINANCIAL ADVISORS, LLC | Investment Advisor | $6,555 | — | $6,555 |
| BROADVIEW FINANCIAL MANAGEMENT | Investment Advisor | $5,830 | — | $5,830 |
| TIAA | Recordkeeper | $5,003 | — | $5,003 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- CREATIVE PLANNING, LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Investment Advisor
- VESTIA ADVISORS LLC — Investment Advisor
- PETTINGA FINANCIAL ADVISORS, LLC — Investment Advisor
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $979,249
- Estimated Expense Ratio: 0.038% 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 | $1,009,155 | $371,030 | $675 | — | — |
| 2023 | $582,666 | — | $750 | — | — |
| 2022 | $460,644 | — | — | — | — |