# Cumberland Healthcare 403(b) Plan
Source: https://planprovider.pro/companies/cumberland-healthcare-390831153-003

> Cumberland Healthcare's 403(b) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cumberland Healthcare

- **Sponsor EIN:** 390831153

- **Sponsor Address:** 1705 16TH AVE, CUMBERLAND, WI, 548298601

- **Plan Type:** 403(b)

- **Plan Number:** 003

- **Total Participants:** 236

- **Total Assets:** $18.7M

## 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|236|$18.7M|$346,626|$1.0M|

| 2023|236|$16.8M|$350,954|$1.0M|

| 2022|241|$15.2M|$326,188|$975,070|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$64,883|—|$64,883|

| AMERICAN PORTFOLIOS ADVISORS, INC|Investment Advisor|—|$19,603|$19,603|

| OSAIC WEALTH INC|Investment Advisor|—|$14,477|$14,477|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $98,963

- **Estimated Expense Ratio:** 0.529% 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|$64,884|—|$64,884|—|—|

| 2023|$58,658|—|$58,658|—|—|

| 2022|$51,285|—|$51,285|—|—|

## Similar Plans

- [Advocate Aurora Health, INC](https://planprovider.pro/companies/advocate-aurora-health-inc-401k-plan) — 83,445 participants

- [Froedtert Thedacare Health, INC.](https://planprovider.pro/companies/froedtert-health-inc-403b-plan-003) — 16,292 participants

- [Aspirus, INC.](https://planprovider.pro/companies/aspirus-inc-403b-plan) — 10,454 participants

- [Gundersen Lutheran Administrative Services, INC.](https://planprovider.pro/companies/gundersen-lutheran-administrative-services-inc-401k-plan) — 9,660 participants

- [Childrens Hospital And Health System, INC.](https://planprovider.pro/companies/childrens-hospital-and-health-system-inc-403b-plan) — 8,645 participants

- [Thedacare INC.](https://planprovider.pro/companies/thedacare-inc-403b-plan) — 6,774 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cumberland-healthcare-390831153-003)

© 2026 PlanProvider.Pro