# Wisconsin Masonic Home INC And Affiliated Employers 401(k) Plan
Source: https://planprovider.pro/companies/wisconsin-masonic-home-inc-and-affiliated-employers-401k-plan

> Wisconsin Masonic Home INC And Affiliated Employers's 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wisconsin Masonic Home INC And Affiliated Employers

- **Sponsor EIN:** 390813463

- **Sponsor Address:** 410 NORTH MAIN STREET, DOUSMAN, WI, 531189348

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

- **Total Participants:** 327

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|327|$9.3M|$204,052|$500,085|

| 2023|340|$8.0M|$190,441|$430,782|

| 2022|275|$7.2M|$184,237|$404,798|

## 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|

| JOHNSON BANK|NONE|$34,579|—|$34,579|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,579

- **Estimated Expense Ratio:** 0.371% 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|$34,579|—|$32,224|—|—|

| 2023|$32,056|—|—|—|—|

| 2022|$34,639|—|—|—|—|

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