# W. Z. Wisco, INC. 401(k) Plan
Source: https://planprovider.pro/companies/w-z-wisco-inc-401k-plan

> W. Z. Wisco, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W. Z. Wisco, INC.

- **Sponsor EIN:** 391606374

- **Sponsor Address:** 77 HOLIDAY LANE, FOND DU LAC, WI, 54937

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|0|$0|$0|$0|

| 2024|0|$2,068|$0|$145,160|

| 2023|240|$3.5M|$0|$141,962|

| 2022|229|$3.1M|$0|$148,292|

## 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|

| CLIFTONLARSONALLEN LLP|ADVISOR|$17,926|—|$17,926|

| BOYUM BARENSCHEER|ACCOUNTING|$14,000|—|$14,000|

| AMERICAN TRUST COMPANY|RECORDKEEPER|$12,574|—|$12,574|

| MAP RETIREMENT USA LLC|CONTRACT ADMIN|$9,870|—|$9,870|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ADVISOR

- [BOYUM BARENSCHEER](https://planprovider.pro/provider/boyum-and-barenscheer-pllp) — ACCOUNTING

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,370

### 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|—|—|—|—|—|

| 2024|$54,370|—|$54,370|—|—|

| 2023|$47,826|—|$47,826|—|—|

| 2022|$40,351|—|$40,351|—|—|

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