How big is Wisconsin Community Services' plan?

Wisconsin Community Services' plan reported $15.8M in assets and 654 participants for 2024.

Original filing (PDF)20260127135003NAL0001529619001

Wisconsin Community Services

Name: Wisconsin Community Services — 403(b) Thrift Plan, Form 5500 (2024)
Creator: Wisconsin Community Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc.

403(b) retirement plan · Wisconsin Community Services' 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. held $15.8M in plan assets for 654 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

Late filing · 2.4 moLate participant contributions

Active participants

654

Accounts w/ balance

881

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

People on this filing

LORI Ranker signed Wisconsin Community Services' 2024 Form 5500 as plan administrator.

LORI Ranker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wisconsin Community Services' EIN is 39-0808464.

EIN 39-0808464

Plan number 002

Plan year 2024

ACK ID 20260127135003NAL0001529619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wisconsin Community Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wisconsin Community Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WISCONSIN COMMUNITY SERVICES.

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How this plan invests

This plan

1 pooled trust

Schedule D

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 1278K (73% of contributions).

Plan sponsor

Name

WISCONSIN COMMUNITY SERVICES

EIN

all filings

Address

3732 W WISCONSIN AVE STE 320 · MILWAUKEE, WI · 532083166

Phone

(414) 290-0400

Industry

Health Care & Social Assistance

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

2026-01-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WEGNER CPAS LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$15K	—

Investments

45 direct securities · 1 pooled fund· $29.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$14.3M

1 holding

Other securities

$11.3M

30 holdings

Mutual Funds

$2.0M

10 holdings

Common Collective Trusts

$1.6M

3 holdings

Pooled Separate Accounts

$67K

1 holding

Cash / Money Market

$37K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$14.3M	90.3%
Mutual of America Retirement 2045 Fund	Other securities	—	—	$1.6M	10.3%
Mutual of America Retirement 2030 Fund	Other securities	—	—	$1.4M	8.9%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$1.4M	8.7%
Fully benefit responsive investment contract at contract value ** * Mutual of America General Account	Other securities	—	—	$1.3M	8.3%
Mutual of America Retirement 2040 Fund	Other securities	—	—	$1.2M	7.4%
Mutual of America Retirement 2060 Fund	Other securities	—	—	$807K	5.1%
Mutual of America Retirement 2055 Fund	Other securities	—	—	$766K	4.9%
Mutual of America Retirement 2050 Fund	Other securities	—	—	$745K	4.7%
Mutual of America Retirement 2020 Fund	Other securities	—	—	$612K	3.9%
Fidelity Investments VIP Equity Contrafund	Mutual Funds	—	—	$575K	3.6%
Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$572K	3.6%
Mutual of America Retirement 2025 Fund	Other securities	—	—	$490K	3.1%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$463K	2.9%
Mutual of America Mid-Cap Equity Index Fund	Common Collective Trusts	—	—	$255K	1.6%
Mutual of America Retirement 2065 Fund	Other securities	—	—	$242K	1.5%
PIMCO VIT Real Return Portfolio ** 61 T. Rowe Price Blue Chip Growth Portfolio	Mutual Funds	—	—	$229K	1.5%
participants Maturity dates through 2029 -0-	Other securities	—	—	$228K	1.4%
Vanguard VIF International Portfolio	Mutual Funds	—	—	$220K	1.4%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$218K	1.4%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$177K	1.1%
Mutual of America Balanced Fund	Other securities	—	—	$160K	1.0%
Mutual of America Small-Cap Growth Fund	Other securities	—	—	$147K	0.9%
DWS Capital Growth VIP	Other securities	—	—	$137K	0.9%
Mutual of America Core Bond Fund	Other securities	—	—	$125K	0.8%
American Fund VP Capital Appreciation Fund	Other securities	—	—	$123K	0.8%
Invesco VI Main Street	Mutual Funds	—	—	$117K	0.7%
Mutual of America Small-Cap Value Fund	Other securities	—	—	$96K	0.6%
Fidelity Investments VIP Equity Income	Mutual Funds	—	—	$80K	0.5%
Vanguard VIF Real Estate Index	Mutual Funds	—	—	$79K	0.5%
Mutual of America Intermediate Bond Fund	Other securities	—	—	$73K	0.5%
American Funds IS New World Fund	Pooled Separate Accounts	—	—	$67K	0.4%
Fidelity Investments VIP Asset Manager	Mutual Funds	—	—	$65K	0.4%
Mutual of America Retirement Income Fund	Other securities	—	—	$48K	0.3%
Calvert Social Balanced Portfolio	Other securities	—	—	$46K	0.3%
Mutual of America Money Market Fund ** 415 * Mutual of America Retirement 2015 Fund	Cash / Money Market	—	—	$37K	0.2%
Mutual of America All America Fund	Other securities	—	—	$34K	0.2%
Delaware VIP Small Cap Value Series	Other securities	—	—	$28K	0.2%
Fidelity Investments VIP Mid-Cap	Mutual Funds	—	—	$24K	0.1%
Mutual of America International Fund	Other securities	—	—	$20K	0.1%
Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$12K	<0.1%
Goldman Sachs VIT Small Cap Eq Insights	Other securities	—	—	$11K	<0.1%
Mutual of America Mid-Cap Value Fund	Other securities	—	—	$11K	<0.1%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$8K	<0.1%
Neuberger Berman AMT Sustainable Equity	Other securities	—	—	$3K	<0.1%
Goldman Sachs VIT US Equity Insights	Other securities	—	—	$3K	<0.1%