Back to filter
Original filing (PDF)20251002142535NAL0000363139001
STATE BAR OF WISCONSIN
Form 5500
FILING_RECEIVED
STATE BAR OF WISCONSIN SAVINGS PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
81
Accounts w/ balance
118
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TotalValue of Interest in Registered Investment Companies" is 46% of plan.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STATE BAR OF WISCONSIN.
Plan sponsor
Name
STATE BAR OF WISCONSIN
EIN
39-0807061
Address
PO BOX 7158 · 5302 EASTPARK BLVD · MADISON, WI · 537077158
Phone
(608) 250-6109
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $21K | — |
| ONEAMERICA INVESTMENT ADVISORY SVCS | 81-3920167 | — | NONE | $6K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $44.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$41.8M
27 holdings
Mutual Funds
$2.2M
1 holding
Common Collective Trust
$331K
1 holding
OTHER
$42K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TotalValue of Interest in Registered Investment Companies | — | — | $19.8M | $21.8M | 98.3% | |
| Vanguard Funds 500 Index Fund N/R | — | — | — | $6.1M | 27.6% | |
| Allspring Discovery Fund N/R | Mutual Funds | — | $2.0M | $2.2M | 9.9% | |
| T. Rowe Price Retirement 2030 Fund N/R | — | — | — | $1.8M | 7.9% | |
| Vanguard Funds Wellington Fund N/R | — | — | — | $1.7M | 7.5% | |
| T. Rowe Price Retirement 2025 Fund N/R | — | — | — | $875K | 3.9% | |
| Vanguard Funds U.S. Growth Fund N/R | — | — | — | $868K | 3.9% | |
| T. Rowe Price Retirement 2035 Fund N/R | — | — | — | $854K | 3.8% | |
| T. Rowe Price Retirement 2020 Fund N/R | — | — | — | $827K | 3.7% | |
| DFA Funds US Small Cap Value Portfolio N/R | — | — | — | $667K | 3.0% | |
| T. Rowe Price Retirement 2050 Fund N/R | — | — | — | $625K | 2.8% | |
| T. Rowe Price Retirement 2045 Fund N/R | — | — | — | $593K | 2.7% | |
| T Rowe Price Retire 2015 T Rowe Price Retire 2015 | — | — | $580K | $590K | 2.7% | |
| T. Rowe Price Retirement 2040 Fund N/R | — | — | — | $491K | 2.2% | |
| T. Rowe Price Retirement 2055 Fund N/R | — | — | — | $486K | 2.2% | |
| Columbia Total Return Bond Fund N/R | — | — | — | $469K | 2.1% | |
| T. Rowe Price Equity Income Fund N/R | — | — | — | $461K | 2.1% | |
| Allspring Special Mid Cap Value Fund N/R | — | — | — | $452K | 2.0% | |
| Vanguard Funds Mid Cap Index Fund N/R | — | — | $355K | $389K | 1.8% | |
| Vanguard Funds FTSE Social Index Fund N/R | — | — | — | $357K | 1.6% | |
| TotalValue of Interest in Common / Collective Trusts | — | — | $331K | $331K | 1.5% | |
| ONEAMERICA STABLE VALUE FUND I MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $331K | 1.5% | |
| Dodge & Cox Funds International Stock Fund N/R | — | — | — | $327K | 1.5% | |
| Vanguard Funds International Growth Fund N/R | — | — | — | $289K | 1.3% | |
| Vanguard Funds Small Cap Fund N/R | — | — | — | $187K | 0.8% | |
| T. Rowe Price Small Cap Stock Fund N/R | — | — | — | $182K | 0.8% | |
| Vanguard Funds International Fund N/R | — | — | $44K | $44K | 0.2% | |
| * Participant Loans Interest rates: 3.25% - 8.50% $0 | OTHER | — | $42K | $42K | 0.2% | |
| T. Rowe Price Retirement 2060 Fund N/R | — | — | — | $25K | 0.1% | |
| T. Rowe Price Retirement 2065 Fund N/R | — | — | — | $10K | <0.1% |