Plan Snapshot
- Plan Sponsor: University Of Wisconsin Medical Foundation, INC
- Sponsor EIN: 391824445
- Sponsor Address: 7974 UW HEALTH CT, MIDDLETON, WI, 53562
- Plan Type: 401(k)
- Total Participants: 3,273
- Total Assets: $767.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,273 | $767.7M | $22.3M | $28.5M |
| 2023 | 3,246 | $669.1M | $20.0M | $25.4M |
| 2022 | 3,093 | $566.9M | $18.3M | $23.2M |
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 | $254,897 | $159,178 | $900 | — | — |
| 2023 | $261,577 | $147,416 | $300 | — | — |
| 2022 | $275,859 | $136,800 | — | — | — |