Plan Snapshot
- Plan Sponsor: Journey Mental Health Center INC
- Sponsor EIN: 390806445
- Sponsor Address: 25 KESSEL COURT, SUITE 105, MADISON, WI, 53711
- Plan Type: 401(k)
- Total Participants: 462
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 462 | $19.5M | $708,490 | $566,501 |
| 2023 | 466 | $18.9M | $362,980 | $608,046 |
| 2022 | 461 | $17.4M | $618,087 | $651,951 |
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 |
|---|---|---|---|---|
| JOHNSON FINANCIAL GROUP | NONE | $40,848 | — | $40,848 |
| WEGNER CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,848
- Estimated Expense Ratio: 0.210% 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 | $40,848 | — | $16,901 | — | — |
| 2023 | $49,600 | — | $16,737 | — | — |
| 2022 | $49,580 | — | $49,580 | — | — |