Plan Snapshot
- Plan Sponsor: Jewish Home And Care Center, INC.
- Sponsor EIN: 390813421
- Sponsor Address: 1414 NORTH PROSPECT AVENUE, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 251 | $6.5M | $251,065 | $658,956 |
| 2023 | 195 | $6.1M | $196,507 | $617,799 |
| 2022 | 188 | $5.6M | $219,978 | $590,835 |
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 |
|---|---|---|---|---|
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — 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 | $34,581 | $1,366 | — | — | — |
| 2023 | $32,556 | $2,429 | — | — | — |
| 2022 | $33,914 | — | $33,914 | — | — |