Plan Snapshot
- Plan Sponsor: Wisconsin Public Service Corporation (Wpsc)
- Sponsor EIN: 390715160
- Sponsor Address: 231 W. MICHIGAN STREET, P409, MILWAUKEE, WI, 53203
- Plan Type: 401(k)
- Plan Number: 512
- Total Participants: 0
- Total Assets: $312.3M
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. |
|---|---|---|---|---|
| 2025 | 0 | $312.3M | $0 | $0 |
| 2024 | 0 | $289.2M | $0 | $290,406 |
| 2023 | 0 | $277.8M | $0 | $250,551 |
| 2022 | 0 | $260.6M | $0 | $252,138 |
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 |
|---|---|---|---|---|
| UNITEDHEALTH GROUP, INC. | Other Service Provider | $174,854 | — | $174,854 |
| BSWIFT, LLC | Other Service Provider | $91,148 | — | $91,148 |
| NUVEEN ASSET MANAGEMENT | Other Service Provider | $76,949 | — | $76,949 |
| CLARION PARTNERS, LLC | Other Service Provider | $67,702 | — | $67,702 |
| ROBERT W. BAIRD & CO | Investment Advisor | $45,004 | — | $45,004 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $42,272 | — | $42,272 |
| EXPRESS SCRIPTS | Other Service Provider | $35,730 | — | $35,730 |
| DELTA DENTAL OF WI | Other Service Provider | $30,104 | — | $30,104 |
| WCM INVESTMENT MANAGEMENT | Other Service Provider | $20,704 | — | $20,704 |
| CLIFTONLARSONALLEN | Other Service Provider | $20,134 | — | $20,134 |
| WILLIS TOWERS WATSON | Other Service Provider | $12,880 | — | $12,880 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $617,481
- Estimated Expense Ratio: 0.198% 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 |
|---|---|---|---|---|---|
| 2025 | $8,250,798 | $214,439 | $331,836 | $20,134 | — |
| 2024 | $616,916 | $171,573 | $347,135 | $19,406 | — |
| 2023 | $596,754 | $200,310 | $331,038 | — | — |
| 2022 | $401,073 | $239,885 | $126,194 | — | $34,994 |