Plan Snapshot
- Plan Sponsor: Wisconsin Community Services
- Sponsor EIN: 390808464
- Sponsor Address: 3732 W WISCONSIN AVE STE 320, MILWAUKEE, WI, 532083166
- Plan Type: 403(b)
- Total Participants: 654
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 654 | $15.8M | $510,005 | $1.0M |
| 2023 | 632 | $13.0M | $501,170 | $1.0M |
| 2022 | 569 | $10.7M | $428,907 | $864,240 |
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 |
|---|---|---|---|---|
| WEGNER CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS LLP — 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 | $10,475 | — | $10,475 | — | — |
| 2023 | $5,819 | — | $5,819 | — | — |
| 2022 | $5,419 | — | — | — | — |