# Wisconsin Community Services 403(b) Plan
Source: https://planprovider.pro/companies/wisconsin-community-services-inc-403b-plan

> Wisconsin Community Services's 403(b) plan: 654 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MUTUAL OF AMERICA INVESTMENT CORP|RECORD KEEPER|$14,886|—|$14,886|

| WEGNER CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEGNER CPAS LLP](https://planprovider.pro/provider/wegner-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,886

- **Estimated Expense Ratio:** 0.094% 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|$10,475|—|$10,475|—|—|

| 2023|$5,819|—|$5,819|—|—|

| 2022|$5,419|—|—|—|—|

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