Plan Snapshot
- Plan Sponsor: Northern Shared Medical Services, INC.
- Sponsor EIN: 411388075
- Sponsor Address: 209 LIMESTONE PASS, COTTAGE GROVE, WI, 535278968
- Plan Type: 401(k)
- Total Participants: 569
- Total Assets: $49.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 569 | $49.1M | $0 | $2.6M |
| 2023 | 485 | $45.5M | $0 | $2.3M |
| 2022 | 442 | $39.8M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,443 | — | $10,443 |
| SVA CERTIFIED PUBLIC ACCOUNTANTS SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,443
- Estimated Expense Ratio: 0.021% 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 | -$56,113 | $10,443 | — | — | — |
| 2023 | -$57,910 | $9,036 | — | — | — |
| 2022 | -$39,357 | $8,945 | — | — | — |