Plan Snapshot
- Plan Sponsor: Outreach Community Health Center
- Sponsor EIN: 391353282
- Sponsor Address: 220 WEST CAPITOL DRIVE, MILWAUKEE, WI, 53212
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $4.9M
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 | 157 | $4.9M | $156,247 | $686,163 |
| 2023 | 150 | $4.2M | $141,841 | $603,997 |
| 2022 | 143 | $3.1M | $155,815 | $532,660 |
| 2019 | 130 | $1.8M | $0 | $0 |
| 2018 | 117 | $1.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $19,633 | — | — | — | — |
| 2023 | $30,922 | — | — | — | — |
| 2022 | $4,393 | — | — | — | — |
| 2019 | $2,160 | — | — | — | — |
| 2018 | $6,281 | — | — | — | — |