Plan Snapshot
- Plan Sponsor: Partnership Community Health Center
- Sponsor EIN: 202090446
- Sponsor Address: 119 N. MCCARTHY ROAD, STE S, APPLETON, WI, 54913
- Plan Type: 403(b)
- Total Participants: 129
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 129 | $7.8M | $307,037 | $551,471 |
| 2023 | 132 | $6.5M | $287,667 | $506,483 |
| 2022 | 119 | $5.2M | $312,972 | $524,961 |
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 | $39,557 | — | — | — | — |
| 2023 | $24,859 | — | — | — | — |
| 2022 | $17,401 | — | — | — | — |