Kaukauna Clinic, S.C. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Kaukauna Clinic, S.C.
  • Sponsor EIN: 391189707
  • Sponsor Address: 107 W MAIN ST, LITTLE CHUTE, WI, 54140
  • Plan Type: 401(k)
  • Total Participants: 74
  • Total Assets: $22.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202574$22.1M$211,000$238,366
202431$20.8M$228,344$292,454
202330$18.6M$323,767$273,002
202228$16.5M$288,880$304,815

Similar Plans