Plan Snapshot
- Plan Sponsor: Baycare Clinic, L.L.P.
- Sponsor EIN: 391943214
- Sponsor Address: 1035 KEPLER DRIVE, GREEN BAY, WI, 54311
- Plan Type: 401(k)
- Total Participants: 957
- Total Assets: $315.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 957 | $315.7M | $9.8M | $8.2M |
| 2023 | 904 | $276.1M | $9.2M | $7.8M |
| 2022 | 896 | $231.6M | $8.9M | $7.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $359,249 | $328,985 | — | — | — |
| 2023 | $300,769 | $272,288 | — | — | — |
| 2022 | $287,158 | $272,179 | — | — | — |