Plan Snapshot
- Plan Sponsor: Westconsin Credit Union
- Sponsor EIN: 390823125
- Sponsor Address: PO BOX 160, MENOMONIE, WI, 547510160
- Plan Type: 401(k)
- Total Participants: 422
- Total Assets: $78.2M
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. |
|---|---|---|---|---|
| 2024 | 422 | $78.2M | $3.6M | $2.1M |
| 2023 | 420 | $65.4M | $3.3M | $2.0M |
| 2022 | 422 | $54.9M | $3.1M | $1.9M |
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 |
|---|---|---|---|---|---|
| 2024 | $160,400 | — | $127,675 | — | — |
| 2023 | $206,990 | — | $169,392 | — | — |
| 2022 | $159,000 | — | $152,332 | — | $6,668 |