Plan Snapshot
- Plan Sponsor: Workforce Resource, INC.
- Sponsor EIN: 391455735
- Sponsor Address: 401 TECHNOLOGY DRIVE E, SUITE 100, MENOMONIE, WI, 54751
- Plan Type: 403(b)
- Total Participants: 87
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 87 | $4.0M | $224,422 | $137,302 |
| 2023 | 112 | $3.5M | $168,810 | $102,030 |
| 2022 | 87 | $3.0M | $165,039 | $84,057 |
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 |
|---|---|---|---|---|
| KERBERROSE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE — 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 | $18,231 | — | $18,231 | — | — |
| 2023 | $13,290 | — | $13,290 | — | — |
| 2022 | $15,823 | — | $15,823 | — | — |