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Original filing (PDF)20250914082159NAL0000139443001
WISCONSIN DIAGNOSTIC LABORATORIES
Form 5500
FILING_RECEIVED
WISCONSIN DIAGNOSTIC LABORATORIES RETIREMENT SAVINGS PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
442
Accounts w/ balance
691
Plan assets (EOY)
$59.8M
Net assets (EOY)
$59.8M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISCONSIN DIAGNOSTIC LABORATORIES.
Plan sponsor
Name
WISCONSIN DIAGNOSTIC LABORATORIES
EIN
39-1896819
Address
9200 W. WISCONSIN AVENUE · MILWAUKEE, WI · 53226
Phone
(414) 805-7600
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN | 41-0746479 | — | AUDITOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $49K | — |
Investments
22 direct securities· $59.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Metropolitan West Funds Metropolitan West Total Return | — | — | — | $8.8M | 14.8% | |
| Fidelity Contrafund K6 | — | — | — | $5.9M | 9.9% | |
| JPMorgan Equity Income | — | — | — | $5.1M | 8.4% | |
| American Funds Fundamental Investors Class R6 | — | — | — | $4.6M | 7.6% | |
| Vanguard Small Cap Growth Index Institutional Shares | — | — | — | $3.4M | 5.7% | |
| Vanguard Small Cap Value Index | — | — | — | $3.4M | 5.7% | |
| Dodge & Cox Dodge & Cox Income | — | — | — | $3.4M | 5.6% | |
| JPMorgan Mid Cap Value Class R6 | — | — | — | $3.3M | 5.5% | |
| Vanguard Index | — | — | — | $3.2M | 5.4% | |
| Oakmark Institutional Class | — | — | — | $3.0M | 5.1% | |
| Columbia Small Cap Value II Class I2 Shares | — | — | — | $3.0M | 4.9% | |
| Ivy Mid Cap Growth Class I | — | — | — | $2.5M | 4.2% | |
| American Funds Europacific Growth Class R6 | — | — | — | $2.1M | 3.5% | |
| Dodge & Cox Dodge & Cox International Stock | — | — | — | $1.7M | 2.9% | |
| Dimensional Fund Advisors DFA International Small Company Institutional | — | — | — | $1.6M | 2.7% | |
| Lincoln Stable Value Account | — | — | — | $1.4M | 2.4% | |
| T Rowe T Rowe Price Institutional Mid Cap Equity Growth | — | — | — | $826K | 1.4% | |
| Vanguard Total International Stock Index Admiral Shares | — | — | — | $539K | 0.9% | |
| Vanguard Total Bond Market Index Institutional Shares | — | — | — | $526K | 0.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $304K | 0.5% | |
| American Funds American Balanced Class R6 | — | — | — | $223K | 0.4% | |
| Vanguard Total Stock Market Index Institutional Shares | — | — | — | $218K | 0.4% |