Plan Snapshot
- Plan Sponsor: Hegg Memorial Health Center
- Sponsor EIN: 420932564
- Sponsor Address: 107 W MAIN ST, LITTLE CHUTE, WI, 54140
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 212 | $10.0M | $365,499 | $631,027 |
| 2023 | 212 | $9.0M | $340,455 | $666,914 |
| 2022 | 212 | $7.2M | $300,122 | $626,889 |
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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — 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 | $69,036 | — | $67,461 | — | — |
| 2023 | $58,126 | — | $56,521 | — | — |
| 2022 | $4,306 | — | $1,576 | — | $2,730 |