# Forest County Potawatomi Community 401(k) Plan
Source: https://planprovider.pro/companies/forest-county-potawatomi-community-401k-plan

> Forest County Potawatomi Community&#39;s 401(k) plan: 3,667 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Forest County Potawatomi Community

- **Sponsor EIN:** 391225059

- **Sponsor Address:** P.O. BOX 340, CRANDON, WI, 54520

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

- **Total Participants:** 3,667

- **Total Assets:** $143.6M

## 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|3,667|$143.6M|$4.8M|$13.2M|

| 2023|3,496|$123.6M|$4.3M|$11.8M|

| 2022|2,990|$98.9M|$3.7M|$10.2M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$327,642|—|$327,642|

| HAWKINS ASH CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [HAWKINS ASH CPA](https://planprovider.pro/provider/hawkins-ash-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $327,642

- **Estimated Expense Ratio:** 0.228% 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|$327,642|—|—|—|—|

| 2023|$293,522|—|—|—|—|

| 2022|$282,625|—|—|—|—|

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