Plan Snapshot
- Plan Sponsor: Ho-Chunk Nation
- Sponsor EIN: 391140880
- Sponsor Address: W9814 AIRPORT ROAD, BLACK RIVER FALLS, WI, 54615
- Plan Type: 401(k)
- 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. |
|---|---|---|---|---|
| 2025 | 2,392 | $85.6M | $0 | $0 |
| 2024 | 2,265 | $72.1M | $0 | $0 |
| 2023 | 2,143 | $63.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 |
|---|---|---|---|---|---|
| 2025 | $223,130 | $64,967 | $55,995 | — | — |
| 2024 | $212,572 | $64,928 | $104,656 | — | — |
| 2023 | $217,269 | $57,972 | $159,297 | — | — |