Plan Snapshot
- Plan Sponsor: Wisconsin Association Of Independent Colleges And Universities
- Sponsor EIN: 391039417
- Sponsor Address: 122 W. WASHINGTON AVE., MADISON, WI, 537032723
- Plan Type: 401(k)
- Total Participants: 1,904
- Total Assets: $418.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,904 | $418.0M | $5.3M | $8.6M |
| 2023 | 2,091 | $399.7M | $5.6M | $8.3M |
| 2022 | 2,151 | $342.6M | $5.0M | $7.7M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — 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 | $269,570 | $49,816 | $32,818 | — | — |
| 2023 | $240,339 | $65,429 | $26,420 | — | — |
| 2022 | $223,364 | $62,157 | $26,904 | — | — |