Plan Snapshot
- Plan Sponsor: Wisconsin Management Company, In
- Sponsor EIN: 271570657
- Sponsor Address: 4801 TRADEWINDS PARKWAY, MADISON, WI, 53718
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 156
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 156 | $5.6M | $0 | $0 |
| 2024 | 136 | $5.0M | $104,617 | $409,409 |
| 2023 | 127 | $3.9M | $87,591 | $304,496 |
| 2022 | 94 | $3.7M | $32,302 | $230,791 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $17,714 | — | $17,714 |
| BAKER TILLY US, LLP | Other Service Provider | $16,800 | — | $16,800 |
| SHEPHERD FINANCIAL INVEST. ADVISORY | Investment Advisor | $14,908 | — | $14,908 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,422
- Estimated Expense Ratio: 0.890% 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 | $819,739 | $14,908 | — | $16,800 | — |
| 2024 | $25,381 | $12,299 | — | — | — |
| 2023 | $878,044 | — | — | — | — |
| 2022 | $101,490 | — | — | — | — |