Plan Snapshot
- Plan Sponsor: Williamson Street Grocery Co-Op
- Sponsor EIN: 391191600
- Sponsor Address: 1457 E WASHINGTON AVE STE 200, MADISON, WI, 53703
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 252 | $8.8M | $291,200 | $502,779 |
| 2023 | 241 | $7.4M | $244,090 | $431,652 |
| 2022 | 207 | $6.1M | $216,784 | $425,336 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $36,387 | — | $36,387 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $16,755 | — | $16,755 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,142
- Estimated Expense Ratio: 0.603% 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 | $54,694 | $18,307 | — | — | — |
| 2023 | $48,387 | $19,222 | — | — | — |
| 2022 | $47,900 | — | $47,900 | — | — |