# Western Dairyland Economic Opportunity Council, INC. DC Plan
Source: https://planprovider.pro/companies/western-dairyland-economic-opportunity-council-inc-plan-001

> Western Dairyland Economic Opportunity Council, INC.&#39;s DC plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Opportunity Development Centers, INC.](https://planprovider.pro/companies/opportunity-development-centers-inc-401k-plan) — 171 participants

- [Milwaukee Rescue Mission](https://planprovider.pro/companies/milwaukee-rescue-mission-plan) — 172 participants

- [Cerebral Palsy, INC.](https://planprovider.pro/companies/cerebral-palsy-inc-401k-plan) — 163 participants

- [Experimental Aircraft Association, INC.](https://planprovider.pro/companies/experimental-aircraft-association-inc-403b-plan) — 158 participants

- [Experimental Aircraft Association, INC.](https://planprovider.pro/companies/experimental-aircraft-association-inc-plan-001) — 148 participants

- [International Foundation Employee Benefit Plans INC.](https://planprovider.pro/companies/international-foundation-of-employee-benefit-plans-inc-plan-002) — 145 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/western-dairyland-economic-opportunity-council-inc-plan-001)

&copy; 2026 PlanProvider.Pro
