# Access Community Health Centers 401(k) Plan
Source: https://planprovider.pro/companies/access-community-health-centers-401k-plan

> Access Community Health Centers's 401(k) plan: 281 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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