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: 286
- Total Assets: $117.1M
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 | 286 | $117.1M | $0 | $0 |
| 2023 | 304 | $120.3M | $360,000 | $0 |
| 2022 | 316 | $110.7M | $4.3M | $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 | $356,409 | $100,357 | — | — | — |
| 2023 | $486,513 | $181,038 | $31,487 | — | — |
| 2022 | $339,170 | $181,031 | $34,100 | — | $54,694 |