# Fond Du Lac Regional Clinic, S.C. 401(k) Plan
Source: https://planprovider.pro/companies/fond-du-lac-regional-clinic-s-c-plan

> Fond Du Lac Regional Clinic, S.C.'s 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fond Du Lac Regional Clinic, S.C.

- **Sponsor EIN:** 391172740

- **Sponsor Address:** 420 EAST DIVISION STREET, FOND DU LAC, WI, 54935

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

- **Total Participants:** 95

- **Total Assets:** $124.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|95|$124.8M|$3.8M|$2.3M|

| 2023|100|$116.1M|$3.6M|$2.3M|

| 2022|98|$104.9M|$3.8M|$2.2M|

## 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|

| GRANT THORNTON LLP|Auditor|$21,280|—|$21,280|

### Verified Provider Profiles

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

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,280

- **Estimated Expense Ratio:** 0.017% 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|$209,449|$70,000|$118,169|$21,280|—|

| 2023|$193,088|$70,000|$108,008|$15,080|—|

| 2022|$203,213|$70,000|$116,573|—|$16,640|

## Similar Plans

- [Hand To Shoulder Center Of Wisconsin, Ltd.](https://planprovider.pro/companies/hand-to-shoulder-center-of-wisconsin-ltd-401k-plan) — 101 participants

- [Krohn Clinic, Ltd.](https://planprovider.pro/companies/krohn-clinic-ltd-401k-plan) — 89 participants

- [Fox Valley Surgical Associates, Ltd](https://planprovider.pro/companies/fox-valley-surgical-associates-ltd-401k-plan) — 104 participants

- [Green Bay Oncology, Ltd](https://planprovider.pro/companies/green-bay-oncology-ltd-401k-plan) — 85 participants

- [Scenic Bluffs Health Center, INC.](https://planprovider.pro/companies/scenic-bluffs-health-center-inc-401k-plan) — 107 participants

- [Madison Emergency Physicians, S.C.](https://planprovider.pro/companies/madison-emergency-physicians-s-c-plan-001) — 113 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fond-du-lac-regional-clinic-s-c-plan)

© 2026 PlanProvider.Pro