# Partnership Community Health Center 403(b) Plan
Source: https://planprovider.pro/companies/partnership-community-health-center-plan

> Partnership Community Health Center's 403(b) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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