# Wisconsin Alumni Research Foundation DB Plan
Source: https://planprovider.pro/companies/wisconsin-alumni-research-foundation-390833612-001

> Wisconsin Alumni Research Foundation's DB plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wisconsin Alumni Research Foundation

- **Sponsor EIN:** 390833612

- **Sponsor Address:** 614 WALNUT STREET, 13TH FLOOR, MADISON, WI, 53726

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 61

- **Total Assets:** $48.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|61|$48.5M|$2.4M|$0|

| 2023|62|$42.2M|$1.0M|$0|

| 2022|65|$36.5M|$2.4M|$0|

## 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|

| MIDWEST INSTITUTIONAL TRUST CO|Other Service Provider|$34,125|—|$34,125|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,125

- **Estimated Expense Ratio:** 0.070% 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|$34,125|$34,125|—|—|—|

| 2023|$30,489|$30,489|—|—|—|

| 2022|$24,441|$24,441|—|—|—|

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