Plan Snapshot
- Plan Sponsor: Options In Community Living, INC.
- Sponsor EIN: 391373054
- Sponsor Address: 551 GRAND OAK TRAIL, MADISON, WI, 53714
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $3.5M
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 | 232 | $3.5M | $287,689 | $443,150 |
| 2023 | 211 | $2.6M | $255,564 | $416,068 |
| 2022 | 189 | $1.8M | $236,227 | $391,797 |
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 |
|---|---|---|---|---|
| WEGNER CPAS, LLP | Auditor | $11,200 | — | $11,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,200
- Estimated Expense Ratio: 0.323% 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 | $47,441 | $15,046 | $21,195 | $11,200 | — |
| 2023 | $40,653 | $10,544 | $20,109 | $10,000 | — |
| 2022 | $38,040 | $10,285 | $19,155 | — | $8,600 |