# Options In Community Living, INC. 401(k) Plan
Source: https://planprovider.pro/companies/options-in-community-living-inc-401k-plan

> Options In Community Living, INC.'s 401(k) plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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