Plan Snapshot
- Plan Sponsor: Wisconsin Glaziers & Glassworkers Money Purchase Fund
- Sponsor EIN: 391341148
- Sponsor Address: 11270 WEST PARK PLACE SUITE 950, MILWAUKEE, WI, 53224
- Plan Type: DC
- Plan Number: 004
- Total Participants: 503
- Total Assets: $88.4M
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. |
|---|---|---|---|---|
| 2024 | 503 | $88.4M | $6.9M | $0 |
| 2023 | 420 | $81.0M | $6.0M | $0 |
| 2022 | 422 | $67.2M | $5.2M | $0 |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS | Other Service Provider | $48,014 | — | $48,014 |
| BENEFIT PLAN ADMINISTRATION OF WI | Other Service Provider | $36,769 | — | $36,769 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $31,244 | — | $31,244 |
| THE PREVIANT LAW FIRM S.C. | Other Service Provider | $17,273 | — | $17,273 |
| SIKICH LLP | Other Service Provider | $12,400 | — | $12,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,700
- Estimated Expense Ratio: 0.165% 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 | $189,357 | $79,258 | $36,769 | $12,400 | — |
| 2023 | $201,235 | $39,584 | $34,850 | $11,040 | — |
| 2022 | $188,809 | $82,081 | $33,833 | — | $48,703 |