Plan Snapshot
- Plan Sponsor: Oakleaf Clinics, INC.
- Sponsor EIN: 274563392
- Sponsor Address: 719 HAMILTON AVENUE, SUITE B, EAU CLAIRE, WI, 54701
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $49.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 364 | $49.2M | $2.3M | $2.1M |
| 2023 | 299 | $41.5M | $2.4M | $1.9M |
| 2022 | 269 | $35.0M | $2.1M | $1.6M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $119,362 | — | $119,362 |
| ORGEL WEALTH MANAGEMENT, LLC | INVESTMENT/FINANCIAL ADVI | $86,254 | — | $86,254 |
| BOYUM BARENSCHEER PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BOYUM BARENSCHEER PLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $205,616
- Estimated Expense Ratio: 0.418% 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 | $205,616 | $86,254 | — | — | — |
| 2023 | $101,446 | $94,499 | — | — | — |
| 2022 | $114,450 | $75,425 | $39,025 | — | — |