Plan Snapshot
- Plan Sponsor: Froedtert Thedacare Health, INC.
- Sponsor EIN: 392014409
- Sponsor Address: 400 WOODLAND PRIME, SUITE 302, MENOMONEE FALLS, WI, 53051
- Plan Type: DC
- Total Participants: 1,937
- Total Assets: $125.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,937 | $125.8M | $0 | $0 |
| 2023 | 1,993 | $124.2M | $0 | $0 |
| 2022 | 2,198 | $122.6M | $0 | $0 |
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 | $16,800 | — | $16,800 |
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: $16,800
- Estimated Expense Ratio: 0.013% 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 | $109,313 | $9,625 | $82,888 | $16,800 | — |
| 2023 | $133,294 | $10,204 | $107,340 | $15,750 | — |
| 2022 | $104,751 | $10,035 | $92,984 | — | $1,732 |