# Ho-Chunk Nation 401(k) Plan
Source: https://planprovider.pro/companies/ho-chunk-nation-391140880-001

> Ho-Chunk Nation's 401(k) plan: 2,392 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ho-Chunk Nation

- **Sponsor EIN:** 391140880

- **Sponsor Address:** W9814 AIRPORT ROAD, BLACK RIVER FALLS, WI, 54615

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 2,392

- **Total Assets:** $85.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,392|$85.6M|$3.5M|$5.1M|

| 2023|2,265|$72.1M|$1.6M|$4.0M|

| 2022|2,143|$63.1M|$1.4M|$3.5M|

## 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|

| NEWPORT GROUP, INC.|Recordkeeper|$135,360|—|$135,360|

| NFP RETIREMENT, INC.|Investment Advisor|$64,967|—|$64,967|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $200,327

- **Estimated Expense Ratio:** 0.234% 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|$223,130|$64,967|$55,995|—|—|

| 2023|$212,572|$64,928|$104,656|—|—|

| 2022|$217,269|$57,972|$159,297|—|—|

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