Plan Snapshot
- Plan Sponsor: Madison Area Rehabilitation Centers INC.
- Sponsor EIN: 390968930
- Sponsor Address: 901 POST ROAD, MADISON, WI, 537133260
- Plan Type: 403(b)
- Total Participants: 77
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 77 | $11.8M | $316,773 | $120,968 |
| 2023 | 83 | $10.6M | $328,213 | $27,290 |
| 2022 | 97 | $8.5M | $349,625 | $0 |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS | Auditor | — | — | $0 |
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 | $4,519 | — | $3,189 | — | — |
| 2023 | $4 | $1 | $3 | — | — |
| 2022 | — | — | — | — | — |