# Froedtert Thedacare Health, INC. DB Plan
Source: https://planprovider.pro/companies/froedtert-health-inc-plan-010

> Froedtert Thedacare Health, INC.'s DB plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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