# Mj Care, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mj-care-inc-401k-plan

> Mj Care, INC.'s 401(k) plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mj Care, INC.

- **Sponsor EIN:** 391644180

- **Sponsor Address:** 2725 S MOORLAND RD, SUITE 301, NEW BERLIN, WI, 53151

- **Plan Type:** 401(k)

- **Total Participants:** 383

- **Total Assets:** $8.7M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|383|$8.7M|$0|$414,161|

| 2023|322|$8.0M|$65|$466,371|

| 2022|311|$7.0M|$0|$415,594|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,320|—|$5,320|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,320

- **Estimated Expense Ratio:** 0.061% 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|$5,374|$54|—|—|—|

| 2023|$5,532|$4|—|—|—|

| 2022|$5,345|—|—|—|—|

## Similar Plans

- [Bay Area Lutheran Homes, INC.](https://planprovider.pro/companies/bay-area-lutheran-homes-inc-403b-plan) — 352 participants

- [Lutheran Homes Of Oconomowoc, INC.](https://planprovider.pro/companies/lutheran-homes-of-oconomowoc-inc-403b-plan) — 425 participants

- [Wisconsin Masonic Home INC And Affiliated Employers](https://planprovider.pro/companies/wisconsin-masonic-home-inc-and-affiliated-employers-401k-plan) — 327 participants

- [Evergreen Retirement Community, INC.](https://planprovider.pro/companies/evergreen-retirement-community-inc-401k-plan) — 326 participants

- [Lutheranliving Services, INC.](https://planprovider.pro/companies/lutheranliving-services-inc-403b-plan) — 484 participants

- [Bethany Lutheran Homes, INC.](https://planprovider.pro/companies/bethany-lutheran-homes-inc-401k-plan-001-9446) — 492 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mj-care-inc-401k-plan)

© 2026 PlanProvider.Pro