Plan Snapshot
- Plan Sponsor: Bedrock Healthcare LLC
- Sponsor EIN: 842410412
- Sponsor Address: 5404 W LOOMIS RD, GREENDALE, WI, 53129
- Plan Type: 401(k)
- Total Participants: 1,805
- Total Assets: $2.8M
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 | 1,805 | $2.8M | $39,361 | $370,681 |
| 2023 | 985 | $2.3M | $5,209 | $65,607 |
| 2022 | 660 | $2.0M | $12,650 | $126,443 |
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 |
|---|---|---|---|---|
| ALAN GOODMAN, CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN GOODMAN, CPA PC — 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 | $448,931 | — | $4,342 | — | — |
| 2023 | $164,750 | — | $2,719 | — | — |
| 2022 | $1,081 | — | — | — | — |