Wisconsin Compensation Rating Bureau 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wisconsin Compensation Rating Bureau
  • Sponsor EIN: 390712330
  • Sponsor Address: 20700 SWENSON DRIVE, SUITE 100, WAUKESHA, WI, 53186
  • Plan Type: 401(k)
  • Total Participants: 39
  • Total Assets: $12.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202439$12.6M$215,088$343,156
202341$11.1M$202,255$357,713
202241$10.8M$175,988$292,484

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