DOL Form 5500 · 2024 Plan Year

UNIVERSITY OF WISCONSIN FOUNDATION

UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN

Defined ContributionWI
$72.7M
Plan Assets
434
Participants
2024
Plan Year
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Plan Details

Plan Name
UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN
Sponsor
UNIVERSITY OF WISCONSIN FOUNDATION
Sponsor EIN
390743975
Plan Number
003
Location
MADISON, WI
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$72.7M
Participants
434
Filing Received
July 22, 2025
Plan Year
2024

About this Plan

UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN is a defined contribution retirement plan sponsored by UNIVERSITY OF WISCONSIN FOUNDATION, headquartered in MADISON, WI, holding approximately $72.7M in plan assets on behalf of 434 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).