Plan Snapshot
- Plan Sponsor: Green Bay Oncology, Ltd
- Sponsor EIN: 391314853
- Sponsor Address: 1726 SHAWANO AVE, GREEN BAY, WI, 54303
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $23.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 85 | $23.0M | $711,771 | $781,777 |
| 2023 | 88 | $18.9M | $666,116 | $705,843 |
| 2022 | 97 | $17.7M | $654,179 | $674,376 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $39,965 | — | $39,965 |
| ONEAMERICA INVESTMENT ADVISORY | NONE | $5,956 | — | $5,956 |
| KERBERROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE SC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,921
- Estimated Expense Ratio: 0.199% 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 |
|---|---|---|---|---|---|
| 2024 | $45,921 | $5,956 | — | — | — |
| 2023 | $40,040 | $2,911 | — | — | — |
| 2022 | $53,326 | — | — | — | $53,326 |