Plan Snapshot
- Plan Sponsor: Western Dairyland Economic Opportunity Council, INC.
- Sponsor EIN: 391076993
- Sponsor Address: 23122 WHITEHALL ROAD, INDEPENDENCE, WI, 54747
- Plan Type: DC
- Total Participants: 169
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 169 | $11.4M | $394,564 | $685,479 |
| 2023 | 160 | $9.8M | $358,192 | $641,153 |
| 2022 | 170 | $8.9M | $362,319 | $634,741 |
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 |
|---|---|---|---|---|
| HAWKINS, ASH CPAS LLP | Auditor | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS, ASH CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,500
- Estimated Expense Ratio: 0.066% 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 | $58,572 | $25,386 | — | $7,500 | — |
| 2023 | $43,803 | $23,139 | — | — | — |
| 2022 | $47,964 | — | — | — | — |