Plan Snapshot
- Plan Sponsor: Edgerton Hospital And Health Services
- Sponsor EIN: 390819992
- Sponsor Address: 11101 NORTH SHERMAN ROAD, EDGERTON, WI, 53534
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $10.7M
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 | 198 | $10.7M | $372,849 | $921,774 |
| 2023 | 214 | $8.7M | $268,062 | $898,708 |
| 2022 | 193 | $7.0M | $245,546 | $788,061 |
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 |
|---|---|---|---|---|
| BOYUM & BARENSCHEER PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOYUM & BARENSCHEER PLLP — 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 | $80,483 | — | $80,483 | — | — |
| 2023 | $47,574 | — | $47,557 | — | — |
| 2022 | $40,228 | — | $40,228 | — | — |