Plan Snapshot
- Plan Sponsor: Beloit Health System, INC.
- Sponsor EIN: 391028081
- Sponsor Address: 1969 WEST HART ROAD, BELOIT, WI, 535112230
- Plan Type: 403(b)
- Total Participants: 1,596
- Total Assets: $118.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,596 | $118.3M | $0 | $7.1M |
| 2023 | 1,639 | $106.2M | $0 | $6.6M |
| 2022 | 1,571 | $87.7M | $0 | $6.0M |
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 CPAS AND CONSULTANTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI CPAS AND CONSULTANTS — 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 | $186,783 | $132,383 | — | — | — |
| 2023 | $167,498 | $101,383 | $573 | — | — |
| 2022 | $206,293 | $44,978 | $1,030 | — | — |