Plan Snapshot
- Plan Sponsor: Hand To Shoulder Center Of Wisconsin, Ltd.
- Sponsor EIN: 391627418
- Sponsor Address: 2323 N. CASALOMA DRIVE, APPLETON, WI, 54913
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 101 | $25.9M | $912,687 | $709,343 |
| 2023 | 107 | $25.0M | $874,682 | $701,609 |
| 2022 | 104 | $22.5M | $860,785 | $668,917 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS 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 | $91,390 | $50,585 | $40,805 | — | — |
| 2023 | $3,096,910 | — | $80,511 | — | — |
| 2022 | $3,907,084 | — | $81,993 | — | — |