# Workforce Resource, INC. 403(b) Plan
Source: https://planprovider.pro/companies/workforce-resource-inc-403b-plan

> Workforce Resource, INC.'s 403(b) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kerberrose-sc) — 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|—|—|

## Similar Plans

- [Kenosha Achievement Center, INC.](https://planprovider.pro/companies/kenosha-achievement-center-inc-401k-plan) — 92 participants

- [State Bar Of Wisconsin](https://planprovider.pro/companies/state-bar-of-wisconsin-plan-002) — 81 participants

- [Girl Scouts Of Wisconsin Southeast, INC.](https://planprovider.pro/companies/girl-scouts-of-wisconsin-southeast-inc-plan) — 78 participants

- [Aspiro, INC.](https://planprovider.pro/companies/aspiro-inc-plan) — 103 participants

- [Great Lakes Indian Fish & Wildlife Commission](https://planprovider.pro/companies/great-lakes-indian-fish-wildlife-commission-plan) — 70 participants

- [Roman Catholic Diocese Of Madison, INC.](https://planprovider.pro/companies/roman-catholic-diocese-of-madison-inc-401k-plan) — 65 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/workforce-resource-inc-403b-plan)

© 2026 PlanProvider.Pro