Plan Snapshot
- Plan Sponsor: Fort Healthcare, INC.
- Sponsor EIN: 390286215
- Sponsor Address: 611 E SHERMAN AVE, FORT ATKINSON, WI, 535381960
- Plan Type: 401(k)
- Total Participants: 823
- Total Assets: $129.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 823 | $129.3M | $2.1M | $5.0M |
| 2023 | 847 | $117.6M | $2.1M | $4.9M |
| 2022 | 842 | $104.2M | $2.0M | $4.7M |
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 |
|---|---|---|---|---|
| WIPFLI, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLC — 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 | $93,764 | — | $93,764 | — | — |
| 2023 | $146,660 | — | $146,660 | — | — |
| 2022 | $145,834 | — | $145,834 | — | — |