# Oakleaf Clinics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oakleaf-clinics-inc-plan-001

> Oakleaf Clinics, INC.'s 401(k) plan: 364 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [BOYUM BARENSCHEER PLLP](https://planprovider.pro/provider/boyum-and-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|—|—|

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