# Wisconsin Fuel & Retail Association, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wisconsin-petroleum-marketers-convenience-store-assoc-inc-401k-plan

> Wisconsin Fuel & Retail Association, INC.'s 401(k) plan: 871 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/templeton-and-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|—|—|

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