Wisconsin Community Services 403(b) match, vesting and fees
What Wisconsin Community Services' 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Wegner Cpas LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Wisconsin Community Services: employer contribution per participant | $579 | |
| Peer median | $1,337 |
| Wisconsin Community Services: average balance | $17,917 | |
| Peer median | $35,764 |
| Wisconsin Community Services: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.7M at the end of plan year 2021 to $15.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 949 | $15.8M | $510K | $579 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 966 | $13M | $501K | $548 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 987 | $10.7M | $429K | $485 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 818 | $11.7M | $349K | $452 | 0.05% | Not published | Form 5500 ↗ |
Other Wisconsin Community Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Defined Benefit Pension Plan of Wisconsin Community Services, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Life Insurance Co | Schedule C ↗ |
| Independent auditor | Wegner Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Wisconsin Community Services match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. have not been published from its filing yet. The plan year 2024 filing reports $510K in employer contributions, about $579 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wisconsin Community Services 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Wisconsin Community Services, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wisconsin Community Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Wisconsin Community Services.
I left Wisconsin Community Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wisconsin Community Services, (414) 290-0400) or the recordkeeper, Mutual of America Investment Corp. The Wisconsin Community Services old 401(k) page lists the contacts from every plan filing. Find an old Wisconsin Community Services 401(k)
Data from the public Form 5500 annual reports Wisconsin Community Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Wisconsin Community Services. Not financial advice. Report a correction · Methodology