# Fox Valley Surgical Associates, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/fox-valley-surgical-associates-ltd-401k-plan

> Fox Valley Surgical Associates, Ltd's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fox Valley Surgical Associates, Ltd

- **Sponsor EIN:** 361141203

- **Sponsor Address:** 2000 E. MILESTONE DR., APPLETON, WI, 54913

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

- **Total Participants:** 104

- **Total Assets:** $25.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|104|$25.5M|$1.4M|$856,400|

| 2023|93|$21.0M|$1.1M|$765,835|

| 2022|132|$18.3M|$1.2M|$732,829|

## 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|

| BOYUM & BARENSCHEER PLLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BOYUM & BARENSCHEER PLLP](https://planprovider.pro/provider/boyum-and-barenscheer-pllp) — 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|$86,667|$75,486|—|—|—|

| 2023|$69,283|$61,711|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

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

- [Fond Du Lac Regional Clinic, S.C.](https://planprovider.pro/companies/fond-du-lac-regional-clinic-s-c-plan) — 95 participants

- [Orthopedic Surgeons Of Wisconsin, S.C.](https://planprovider.pro/companies/orthopedic-surgeons-of-wisconsin-s-c-plan) — 114 participants

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

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fox-valley-surgical-associates-ltd-401k-plan)

© 2026 PlanProvider.Pro