Plan Snapshot
- Plan Sponsor: Hudson Physicians, Sc
- Sponsor EIN: 800943843
- Sponsor Address: 2651 HILLCREST DR. STE. 303, HUDSON, WI, 54016
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $42.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 234 | $42.8M | $1.6M | $1.5M |
| 2023 | 217 | $37.8M | $1.4M | $1.3M |
| 2022 | 192 | $30.7M | $1.2M | $1.1M |
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 |
|---|---|---|---|---|
| EISNERAMPER | Other Service Provider | $25,048 | — | $25,048 |
| LEVERTY FINANCIAL GROUP | Other Service Provider | $17,578 | — | $17,578 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $11,510 | — | $11,510 |
| MORNINGSTAR | Recordkeeper | — | $5,682 | $5,682 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUTUREPLAN BY ASCENSUS — Recordkeeper
- MORNINGSTAR — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,818
- Estimated Expense Ratio: 0.140% 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 | $79,480 | — | $79,480 | — | — |
| 2023 | $47,398 | — | $47,398 | — | — |
| 2022 | $41,585 | — | $41,585 | — | — |