Plan Snapshot
- Plan Sponsor: Childrens Hospital And Health System, INC.
- Sponsor EIN: 391500074
- Sponsor Address: 999 N 92ND STREET SUITE 210, MILWAUKEE, WI, 53226
- Plan Type: 403(b)
- Total Participants: 8,645
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 8,645 | $1.0B | $25.8M | $43.4M |
| 2023 | 6,717 | $898.1M | $24.2M | $40.0M |
| 2022 | 5,798 | $760.0M | $22.8M | $37.0M |
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 LLP | Auditor | $30,570 | — | $30,570 |
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: $30,570
- Estimated Expense Ratio: 0.003% of plan assets
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 | $676,769 | $81,749 | $300 | $30,570 | — |
| 2023 | $620,707 | $80,955 | $1,800 | $17,750 | — |
| 2022 | $692,244 | $503 | $50 | — | — |