# Orthopaedic Centers Of Wisconsin, S.C. 401(k) Plan
Source: https://planprovider.pro/companies/orthopaedic-centers-of-wisconsin-s-c-401k-plan

> Orthopaedic Centers Of Wisconsin, S.C.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/dsandb-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|—|—|

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