Plan Snapshot
- Plan Sponsor: Group Health Cooperative Of South Central Wisconsin
- Sponsor EIN: 391199466
- Sponsor Address: 1265 JOHN Q. HAMMONS DR., MADISON, WI, 537171962
- Plan Type: 403(b)
- Total Participants: 765
- Total Assets: $93.1M
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 | 765 | $93.1M | $3.5M | $5.5M |
| 2023 | 744 | $81.1M | $3.3M | $5.2M |
| 2022 | 782 | $66.4M | $3.1M | $4.9M |
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 |
|---|---|---|---|---|
| GRANT THORNTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON, 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 | $109,972 | $26,690 | — | — | — |
| 2023 | $119,466 | $45,304 | — | — | — |
| 2022 | $154,675 | — | — | — | $154,675 |