Plan Snapshot
- Plan Sponsor: Froedtert South, INC.
- Sponsor EIN: 390816845
- Sponsor Address: 6308 EIGHTH AVENUE, KENOSHA, WI, 53143
- Plan Type: DC
- Total Participants: 2,131
- Total Assets: $30.2M
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 | 2,131 | $30.2M | $5.1M | $0 |
| 2023 | 2,034 | $23.7M | $4.6M | $0 |
| 2022 | 2,381 | $16.8M | $4.6M | $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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $47,156 | $406 | — | — | — |
| 2023 | $38,852 | — | — | — | — |
| 2022 | $28,057 | — | — | — | — |