# Oak Ridge Care Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oak-ridge-care-center-inc-401k-plan

> Oak Ridge Care Center, INC.'s 401(k) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oak Ridge Care Center, INC.

- **Sponsor EIN:** 391081647

- **Sponsor Address:** 1400 8TH AVENUE, UNION GROVE, WI, 53182

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

- **Total Participants:** 191

- **Total Assets:** $896,142

## 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|191|$896,142|$69,285|$296,477|

| 2023|183|$499,265|$60,322|$243,364|

| 2022|154|$217,745|$48,203|$193,246|

## 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|

| DUFEK & COMPANY, LLC|Auditor|$4,250|—|$4,250|

### Verified Provider Profiles

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

- [DUFEK & COMPANY, LLC](https://planprovider.pro/provider/dufek-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,250

- **Estimated Expense Ratio:** 0.474% 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|$24,758|—|$20,508|$4,250|—|

| 2023|$15,584|—|$15,584|—|—|

| 2022|$8,005|—|$8,005|—|—|

## Similar Plans

- [Attic Angel Association](https://planprovider.pro/companies/attic-angel-association-401k-plan) — 189 participants

- [Good Shepherd Services, Ltd](https://planprovider.pro/companies/good-shepherd-services-ltd-403b-plan) — 197 participants

- [Morrow Memorial Home](https://planprovider.pro/companies/morrow-memorial-home-401k-plan) — 197 participants

- [Saelens Corporation](https://planprovider.pro/companies/saelens-corporation-401k-plan) — 183 participants

- [Sheboygan Senior Community](https://planprovider.pro/companies/sheboygan-senior-community-403b-plan) — 180 participants

- [Wlcfs](https://planprovider.pro/companies/wisconsin-lutheran-child-family-service-inc-401k-plan) — 176 participants

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

© 2026 PlanProvider.Pro