Plan Snapshot
- Plan Sponsor: University Of Wisconsin Medical Foundation, INC.
- Sponsor EIN: 391824445
- Sponsor Address: 7974 UW HEALTH CT, MIDDLETON, WI, 53562
- Plan Type: DC
- Total Participants: 1,782
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,782 | $1.4B | $65.5M | $0 |
| 2023 | 2,091 | $1.3B | $60.6M | $0 |
| 2022 | 1,636 | $1.1B | $57.3M | $0 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM 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 | $355,653 | $40,284 | $1,500 | — | — |
| 2023 | $275,379 | $52,184 | $3,000 | — | — |
| 2022 | $226,380 | $49,580 | — | — | — |