Plan Snapshot
- Plan Sponsor: Access Community Health Centers
- Sponsor EIN: 391391134
- Sponsor Address: 2901 W. BELTLINE HIGHWAY, SUITE 120, MADISON, WI, 53713
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $27.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 281 | $27.2M | $756,281 | $1.5M |
| 2023 | 268 | $22.7M | $663,604 | $1.4M |
| 2022 | 224 | $18.5M | $598,912 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $81,919 | — | $81,919 |
| WEGNER CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,919
- Estimated Expense Ratio: 0.301% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $81,919 | $74,921 | — | — | — |
| 2023 | $68,661 | $65,194 | — | — | — |
| 2022 | $70,757 | $66,726 | — | — | — |