Plan Snapshot
- Plan Sponsor: Door County Memorial Hospital
- Sponsor EIN: 390806324
- Sponsor Address: 323 SOUTH 18TH AVENUE, STURGEON BAY, WI, 542351401
- Plan Type: 403(b)
- Total Participants: 784
- Total Assets: $120.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 784 | $120.8M | $2.9M | $4.5M |
| 2023 | 753 | $108.0M | $2.7M | $4.2M |
| 2022 | 715 | $97.7M | $2.5M | $3.8M |
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 | $12,762 | — | $12,762 |
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: $12,762
- Estimated Expense Ratio: 0.011% 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 | $216,313 | $75,000 | $128,551 | $12,762 | — |
| 2023 | $177,176 | $75,000 | — | $12,175 | — |
| 2022 | $166,020 | — | $88,520 | — | $77,500 |