# Elderspan Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/elderspan-management-llc-401k-plan

> Elderspan Management, LLC's 401(k) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wegner-cpas-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|—|—|

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