Plan Snapshot
- Plan Sponsor: Avanti Health Systems
- Sponsor EIN: 331016260
- Sponsor Address: 300 VILLA DRIVE, HURLEY, WI, 54534
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 221 | $6.3M | $98,661 | $318,156 |
| 2023 | 209 | $7.2M | $118,368 | $291,367 |
| 2022 | 220 | $6.9M | $118,438 | $285,426 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,103 | $17,814 | — | — | — |
| 2023 | $44,428 | $23,534 | — | — | — |
| 2022 | $32,863 | $9,875 | — | — | — |