Plan Snapshot
- Plan Sponsor: Wisconsin Medical Society Welfare Plan (Wms)
- Sponsor EIN: 816880009
- Sponsor Address: 2920 MARKETPLACE DRIVE, SUITE 103, FITCHBURG, WI, 53719
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 399
- Total Assets: $441,349
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 | 399 | $441,349 | $7.1M | $0 |
| 2023 | 439 | $346,578 | $7.0M | $0 |
| 2022 | 413 | $240,454 | $6.0M | $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 |
|---|---|---|---|---|
| WISCONSIN MEDICAL SOCIETY HOLDINGS | Other Service Provider | $27,123 | — | $27,123 |
| CLIFTONLARSONALLEN LLP | Auditor | $15,829 | — | $15,829 |
| TRICOR INSURANCE & FINANCIAL SVCS | Other Service Provider | $9,906 | — | $9,906 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,858
- Estimated Expense Ratio: 11.976% 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 | $53,571 | — | $37,029 | $15,829 | — |
| 2023 | $59,870 | — | $43,015 | $14,648 | — |
| 2022 | $57,730 | — | — | — | $57,730 |