Plan Snapshot
- Plan Sponsor: Wsf, INC.
- Sponsor EIN: 873316742
- Sponsor Address: 8550 CENTRAL SANDS ROAD, BANCROFT, WI, 54921
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $12.1M
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 | 229 | $12.1M | $506,704 | $971,004 |
| 2023 | 243 | $10.8M | $494,160 | $1.0M |
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 |
|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | INVESTMENT ADVISOR | $6,803 | — | $6,803 |
| KERBERROSE S.C. | Auditor | $6,803 | — | $6,803 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,606
- Estimated Expense Ratio: 0.113% 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 |
|---|---|---|---|---|---|
| 2024 | $9,343 | — | — | $6,803 | — |
| 2023 | $8,531 | $5,982 | — | — | — |