Plan Snapshot
- Plan Sponsor: Bone & Joint Clinic, S.C.
- Sponsor EIN: 391130341
- Sponsor Address: 225000 HUMMINGBIRD ROAD, SUITE 100, WAUSAU, WI, 54401
- Plan Type: 401(k)
- Total Participants: 287
- Total Assets: $44.7M
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 | 287 | $44.7M | $2.0M | $1.6M |
| 2023 | 270 | $38.6M | $1.9M | $1.5M |
| 2022 | 251 | $35.6M | $1.8M | $1.5M |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS | Auditor | — | — | $0 |
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 | $128,049 | $38,278 | — | — | — |
| 2023 | $112,938 | $37,274 | — | — | — |
| 2022 | $111,919 | $76,207 | — | — | — |