# Penfield Children'S Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/penfield-children-s-center-inc-plan

> Penfield Children'S Center, INC.'s 403(b) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penfield Children'S Center, INC.

- **Sponsor EIN:** 391093701

- **Sponsor Address:** 833 N 26TH STREET, MILWAUKEE, WI, 53233

- **Plan Type:** 403(b)

- **Total Participants:** 100

- **Total Assets:** $5.8M

## 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|100|$5.8M|$108,848|$356,637|

| 2023|100|$5.3M|$116,486|$396,347|

| 2022|131|$4.5M|$97,846|$422,522|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-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|$36,480|$19,542|$12,318|—|—|

| 2023|$35,078|$16,885|$12,366|—|—|

| 2022|$23,893|$23,893|—|—|—|

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