Plan Snapshot
- Plan Sponsor: Wisconsin Fuel & Retail Association, INC.
- Sponsor EIN: 390714470
- Sponsor Address: 2 E MIFFLIN STREET, SUITE 801, MADISON, WI, 53703
- Plan Type: 401(k)
- Total Participants: 871
- Total Assets: $51.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 871 | $51.3M | $1.4M | $2.3M |
| 2023 | 906 | $46.4M | $1.7M | $2.2M |
| 2022 | 927 | $40.3M | $1.8M | $2.2M |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $125,355 | — | $125,355 | — | — |
| 2023 | $117,341 | — | $117,341 | — | — |
| 2022 | $85,162 | — | $85,162 | — | — |