Plan Snapshot
- Plan Sponsor: Orthopaedic Centers Of Wisconsin, S.C.
- Sponsor EIN: 391975482
- Sponsor Address: 3901 STEWART AVENUE, WAUSAU, WI, 54401
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $32.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 137 | $32.3M | $1.2M | $1.1M |
| 2023 | 134 | $29.1M | $1.2M | $932,200 |
| 2022 | 122 | $22.4M | $1.1M | $816,227 |
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 |
|---|---|---|---|---|
| DS&B LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DS&B LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,111 | — | — | — | — |
| 2023 | $3,109 | $59 | — | — | — |
| 2022 | $3,105 | $170 | $2,935 | — | — |