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Original filing (PDF)20260212112928NAL0000114225001
WISCONSIN ALUMNI RESEARCH FOUNDATION
Form 5500
FILING_RECEIVED
WISCONSIN ALUMNI RESEARCH FOUNDATION PENSION PLAN
Defined-benefit pension plan
Signals · 1
43% in single holding
Active participants
61
Accounts w/ balance
—
Plan assets (EOY)
$48.5M
Net assets (EOY)
$48.5M
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard" is 43% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISCONSIN ALUMNI RESEARCH FOUNDATION.
Plan sponsor
Name
WISCONSIN ALUMNI RESEARCH FOUNDATION
EIN
39-0833612
Address
614 WALNUT STREET, 13TH FLOOR · MADISON, WI · 53726
Phone
(608) 960-9895
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-12
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST CO | 93-1799133 | — | NONE | $34K | — |
Investments
8 direct securities· $48.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | $12.5M | $21.0M | 43.3% | |
| Vanguard | — | — | $8.9M | $8.3M | 17.1% | |
| Vanguard | — | — | $3.6M | $4.8M | 10.0% | |
| Vanguard | — | — | $2.9M | $4.8M | 9.9% | |
| Vanguard | — | — | $4.2M | $3.7M | 7.7% | |
| Goldman Sachs | — | — | $3.5M | $3.5M | 7.2% | |
| Vanguard | — | — | $1.6M | $2.2M | 4.6% | |
| Federated | — | — | $518 | $526 | <0.1% |
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