Plan Snapshot
- Plan Sponsor: Froedtert Thedacare Health, INC.
- Sponsor EIN: 392014409
- Sponsor Address: 9200 WEST WISCONSIN AVENUE, MILWAUKEE, WI, 53226
- Plan Type: DB
- Total Participants: 11
- Total Assets: $52.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11 | $52.9M | $0 | $0 |
| 2023 | 13 | $56.1M | $190,000 | $0 |
| 2022 | 17 | $54.0M | $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 | — | — | $0 |
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: $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 | $211,154 | $43,445 | $7,053 | — | — |
| 2023 | $389,747 | $94,204 | $6,932 | — | — |
| 2022 | $235,965 | $107,452 | $7,728 | — | $108,113 |