Plan Snapshot
- Plan Sponsor: North Shore Healthcare, LLC
- Sponsor EIN: 475124382
- Sponsor Address: 640 VEL R PHILLIPS AVE, SUITE 200, MILWAUKEE, WI, 53203
- Plan Type: 401(k)
- Total Participants: 3,364
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,364 | $18.9M | $0 | $2.3M |
| 2023 | 3,145 | $16.3M | $548 | $2.1M |
| 2022 | 2,809 | $14.5M | $878 | $2.1M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $22,412 | — | $22,412 | — | — |
| 2023 | $23,329 | — | $23,329 | — | — |
| 2022 | $28,413 | — | — | — | $28,413 |