# Wisconsin Evangelical Lutheran Synod 401(k) Plan
Source: https://planprovider.pro/companies/wisconsin-evangelical-lutheran-synod-391522925-501

> Wisconsin Evangelical Lutheran Synod's 401(k) plan: 3,549 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Wisconsin Evangelical Lutheran Synod

- **Sponsor EIN:** 391522925

- **Sponsor Address:** N16W23377 STONE RIDGE DR, WAUKESHA, WI, 53188

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 3,549

- **Total Assets:** $37.2M

## 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.|

| 2025|3,549|$37.2M|$0|$0|

| 2024|3,640|$35.5M|$65.9M|$2.2M|

| 2023|3,637|$34.6M|$58.9M|$2.6M|

| 2022|3,572|$36.2M|$54.2M|$1.9M|

## 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|

| BLUE CROSS AND BLUE SHIELD OF WISCO|Other Service Provider|$2,745,450|—|$2,745,450|

| BSWIFT, LLC|Other Service Provider|$482,816|—|$482,816|

| MEDCO HEALTH SOLUTIONS, INC.|Other Service Provider|$300,369|—|$300,369|

| WELS|Other Service Provider|$292,746|—|$292,746|

| MILLIMAN|Other Service Provider|$115,968|—|$115,968|

| WILLIS TOWERS WATSON|Other Service Provider|$71,734|—|$71,734|

| VISION SERVICE PLAN|Other Service Provider|$48,340|—|$48,340|

| MARQUETTE ASSOCIATES|Other Service Provider|$29,000|—|$29,000|

| WELLS FARGO BANK, NA|Other Service Provider|$21,935|—|$21,935|

| MICHAEL BEST & FRIEDRICH|Other Service Provider|$21,726|—|$21,726|

| BAKER TILLY US, LLP|Other Service Provider|$19,290|—|$19,290|

| HERITAGE PRINTING|Other Service Provider|$14,504|—|$14,504|

| MIDWEST INSTITUTIONAL TRUST SERVICE|Other Service Provider|$11,925|—|$11,925|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,175,803

- **Estimated Expense Ratio:** 11.234% 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|

| 2025|$74,342,435|$29,000|$3,407,861|$19,290|—|

| 2024|$3,442,996|$29,000|$2,984,882|$19,100|—|

| 2023|$3,339,901|$28,500|$3,142,363|$18,910|—|

| 2022|$3,226,127|—|$308,372|—|$681,454|

## Similar Plans

- [Teamsters Local 344 Sales & Service Industry](https://planprovider.pro/companies/teamsters-local-344-sales-service-industry-390146203-501) — 4,440 participants

- [Forest County Potawatomi Community](https://planprovider.pro/companies/forest-county-potawatomi-community-401k-plan) — 3,667 participants

- [Intervarsity Christian Fellowship/Usa](https://planprovider.pro/companies/intervarsity-christian-fellowship-usa-362171714-504) — 1,378 participants

- [Ablelight INC.](https://planprovider.pro/companies/ablelight-inc-403b-plan) — 1,321 participants

- [Menominee Indian Tribe Of Wisconsin](https://planprovider.pro/companies/menominee-indian-tribe-of-wisconsin-401k-plan) — 1,316 participants

- [Goodwill Industries Of North Central Wisconsin, INC.](https://planprovider.pro/companies/goodwill-industries-of-north-central-wisconsin-inc-401k-plan) — 1,292 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wisconsin-evangelical-lutheran-synod-391522925-501)

© 2026 PlanProvider.Pro