# University School Of Milwaukee 403(b) Plan
Source: https://planprovider.pro/companies/university-school-of-milwaukee-396076442-001

> University School Of Milwaukee's 403(b) plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University School Of Milwaukee

- **Sponsor EIN:** 396076442

- **Sponsor Address:** 2100 WEST FAIRY CHASM RD, MILWAUKEE, WI, 532171510

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 234

- **Total Assets:** $85.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|234|$85.4M|$1.2M|$1.4M|

| 2023|266|$79.2M|$1.1M|$1.5M|

| 2022|272|$70.7M|$1.1M|$1.5M|

## 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|

| TIAA|Recordkeeper|$26,182|—|$26,182|

| REGAL INVESTMENT ADVISORS LLC|Investment Advisor|$9,058|—|$9,058|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,240

- **Estimated Expense Ratio:** 0.041% 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|$43,853|$18,522|$25,207|—|—|

| 2023|$38,606|—|$23,327|—|—|

| 2022|$40,187|$22,787|$17,400|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-school-of-milwaukee-396076442-001)

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