Plan Snapshot
- Plan Sponsor: Elderspan Management, LLC
- Sponsor EIN: 391814432
- Sponsor Address: 2445 DARWIN ROAD, MADISON, WI, 53704
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $7.7M
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 | 263 | $7.7M | $139,616 | $653,166 |
| 2023 | 269 | $6.8M | $125,192 | $598,739 |
| 2022 | 285 | $5.7M | $113,578 | $610,841 |
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 |
|---|---|---|---|---|
| WEGNER CPA'S, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPA'S, 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 | $57,342 | $21,611 | $35,731 | — | — |
| 2023 | $55,594 | — | $22,821 | — | — |
| 2022 | $47,615 | $27,227 | $20,388 | — | — |