# Wisconsin Medical Society Welfare Plan (Wms) 401(k) Plan
Source: https://planprovider.pro/companies/wisconsin-medical-society-welfare-plan-wms-816880009-501

> Wisconsin Medical Society Welfare Plan (Wms)'s 401(k) plan: 399 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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