Plan Snapshot
- Plan Sponsor: Oak Park Nursing And Rehab Center, LLC
- Sponsor EIN: 205281787
- Sponsor Address: 1986 RATHERT ROAD, COTTAGE GROVE, WI, 53527
- Plan Type: 401(k)
- Total Participants: 540
- Total Assets: $5.9M
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 | 540 | $5.9M | $211,284 | $582,196 |
| 2023 | 498 | $5.0M | $202,363 | $556,794 |
| 2022 | 314 | $4.1M | $158,275 | $441,553 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPNAY | RECORDKEEPER | $18,845 | — | $18,845 |
| GOLDSTEIN ADVISORS LLC | INVESTMENT ADVISOR | $13,982 | — | $13,982 |
| MAP RETIREMENT USA LLC | CONTRACT ADMIN | $4,370 | $2,592 | $6,962 |
| VRAKAS, S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS, S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,789
- Estimated Expense Ratio: 0.671% 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 | $34,201 | — | $34,201 | — | — |
| 2023 | $36,211 | — | $25,211 | $11,000 | — |
| 2022 | $37,571 | — | $28,571 | — | — |