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Original filing (PDF)20250224132135NAL0023509938001
WISCONSIN EDUCATION ASSOCIATION COUNCIL
Form 5500
FILING_RECEIVED
WISCONSIN EDUCATION ASSOCIATION COUNCIL PROFESSIONAL AND ASSOCIATE STAFF RETIREMENT AND 401(K) PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
113
Plan assets (EOY)
$37.3M
Net assets (EOY)
$37.3M
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISCONSIN EDUCATION ASSOCIATION COUNCIL.
Plan sponsor
Name
WISCONSIN EDUCATION ASSOCIATION COUNCIL
EIN
39-1169160
Address
PO BOX 8003 · MADISON, WI · 53708
Phone
(608) 298-2330
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-02-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEGNER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHA INVESTMENT CONSULTING GROUP | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $31K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.