Plan Snapshot
- Plan Sponsor: Family Health/La Clinica
- Sponsor EIN: 391181480
- Sponsor Address: 400 SOUTH TOWNLINE ROAD, WAUTOMA, WI, 54982
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $7.7M | $398,568 | $827,895 |
| 2023 | 203 | $6.5M | $412,448 | $811,891 |
| 2022 | 169 | $5.3M | $377,814 | $740,791 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $55,644 | — | $55,644 | — | — |
| 2023 | $30,477 | — | $30,477 | — | — |
| 2022 | $26,320 | — | $26,320 | — | — |