# Oakleaf Surgical Hospital LLC 401(k) Plan
Source: https://planprovider.pro/companies/oakleaf-surgical-hospital-llc-401k-plan

> Oakleaf Surgical Hospital LLC's 401(k) plan: 399 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oakleaf Surgical Hospital LLC

- **Sponsor EIN:** 721375184

- **Sponsor Address:** 1000 OAKLEAF WAY, ALTOONA, WI, 54720

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

- **Total Participants:** 399

- **Total Assets:** $24.6M

## 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|399|$24.6M|$813,630|$1.8M|

| 2023|339|$22.8M|$723,741|$1.6M|

| 2022|334|$19.2M|$576,402|$1.4M|

## 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|

| ORGEL WEALTH MANAGEMENT|INVESTMENT ADVISOR|$47,752|—|$47,752|

| WIPFLI LLP|RECORDKEEPER|$30,265|—|$30,265|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,017

- **Estimated Expense Ratio:** 0.317% 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|$78,893|$47,752|—|—|—|

| 2023|$74,691|$43,246|—|—|—|

| 2022|$76,555|$46,804|—|—|—|

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