Plan Snapshot
- Plan Sponsor: Gastrointestinal Associates, S.C.
- Sponsor EIN: 391735324
- Sponsor Address: 411 WESTWOOD DRIVE, WAUSAU, WI, 54401
- Plan Type: DB
- Plan Number: 003
- Total Participants: 144
- Total Assets: $4.0M
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. |
|---|---|---|---|---|
| 2025 | 144 | $4.0M | $0 | $0 |
| 2024 | 121 | $3.6M | $1.1M | $0 |
| 2023 | 117 | $2.3M | $986,787 | $0 |
| 2022 | 86 | $1.2M | $1.2M | $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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | Investment Advisor | $7,445 | — | $7,445 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,445
- Estimated Expense Ratio: 0.185% 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 |
|---|---|---|---|---|---|
| 2025 | $858,622 | $7,445 | — | — | — |
| 2024 | $5,496 | $5,496 | — | — | — |
| 2023 | $3,432 | — | — | — | — |
| 2022 | $816 | — | — | — | — |