# Family Health Center Of Marshfield, INC. 401(k) Plan
Source: https://planprovider.pro/companies/family-health-center-of-marshfield-inc-401k-plan

> Family Health Center Of Marshfield, INC.'s 401(k) plan: 416 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Family Health Center Of Marshfield, INC.

- **Sponsor EIN:** 391681547

- **Sponsor Address:** 1307 N. SAINT JOSEPH AVE., MARSHFIELD, WI, 54449

- **Plan Type:** 401(k)

- **Total Participants:** 416

- **Total Assets:** $39.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|416|$39.6M|$1.7M|$2.0M|

| 2023|402|$35.8M|$1.3M|$1.3M|

## 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|

| INTELLICENTS INVEST SOLUTIONS INC|ADVISOR|$49,989|—|$49,989|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$45,138|—|$45,138|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [INTELLICENTS INVEST SOLUTIONS INC](https://planprovider.pro/provider/intellicents-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,127

- **Estimated Expense Ratio:** 0.240% 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|$95,127|$51,038|—|—|—|

| 2023|$48,151|$2,999|—|—|—|

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- [Forefront Management, LLC](https://planprovider.pro/companies/forefront-management-llc-401k-plan) — 3,361 participants

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