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)
- 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. |
|---|---|---|---|---|
| 2025 | 234 | $85.4M | $0 | $0 |
| 2024 | 266 | $79.2M | $0 | $0 |
| 2023 | 272 | $70.7M | $0 | $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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 |
|---|---|---|---|---|---|
| 2025 | $43,853 | $18,522 | $25,207 | — | — |
| 2024 | $38,606 | — | $23,327 | — | — |
| 2023 | $40,187 | $22,787 | $17,400 | — | — |