Plan Snapshot
- Plan Sponsor: Burnett Medical Center, INC.
- Sponsor EIN: 390938661
- Sponsor Address: 257 W ST GEORGE AVE, GRANTSBURG, WI, 54840
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $5.2M
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 | 195 | $5.2M | $250,229 | $695,061 |
| 2023 | 198 | $4.2M | $232,496 | $668,583 |
| 2022 | 181 | $2.7M | $197,270 | $574,411 |
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 | $33,637 | — | $33,637 | — | — |
| 2023 | $20,832 | — | $20,832 | — | — |
| 2022 | $4,150 | — | $4,150 | — | — |