Plan Snapshot
- Plan Sponsor: Kenosha Community Health Center INC
- Sponsor EIN: 391789874
- Sponsor Address: 4006 WASHINGTON RD, KENOSHA, WI, 53144
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 148
- Total Assets: $4.7M
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 | 148 | $4.7M | $0 | $424,776 |
| 2023 | 145 | $3.7M | $0 | $373,522 |
| 2022 | 146 | $3.1M | $0 | $360,248 |
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 BANK | Other Service Provider | $28,943 | — | $28,943 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,943
- Estimated Expense Ratio: 0.612% 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 | $28,943 | — | — | — | — |
| 2023 | $25,552 | — | — | — | — |
| 2022 | $22,459 | — | — | — | — |