Plan Snapshot
- Plan Sponsor: Grant Regional Health Center
- Sponsor EIN: 391834962
- Sponsor Address: 507 SOUTH MONROE STREET, LANCASTER, WI, 538132054
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 325 | $29.6M | $900,698 | $1.5M |
| 2023 | 314 | $26.1M | $873,572 | $1.4M |
| 2022 | 299 | $24.2M | $756,677 | $1.2M |
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 | $106,641 | $45,028 | $61,613 | — | — |
| 2023 | $6,406 | — | $6,406 | — | — |
| 2022 | $1,765 | — | $1,765 | — | — |