Plan Snapshot
- Plan Sponsor: Prevea Clinic, INC.
- Sponsor EIN: 391839349
- Sponsor Address: PO BOX 19070, GREEN BAY, WI, 54303
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 2,764
- Total Assets: $546.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 2,764 | $546.5M | $0 | $0 |
| 2024 | 2,068 | $491.7M | $13.6M | $14.5M |
| 2023 | 2,393 | $461.7M | $14.8M | $15.1M |
| 2022 | 2,382 | $386.6M | $14.1M | $14.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $120,634 | — | $120,634 |
| CWM LLC | Investment Advisor | $66,894 | — | $66,894 |
| RBC WEALTH MANAGEMENT | Investment Advisor | $16,766 | — | $16,766 |
| SCHAPER BENZ & WISE INVESTMENT | Investment Advisor | $16,006 | — | $16,006 |
| ROBERT W. BAIRD & CO. | Investment Advisor | $13,338 | — | $13,338 |
| NICOLET ADVISORY SERVICES LLC | Investment Advisor | $10,006 | — | $10,006 |
| LARSON FINANCIAL GROUP LLC | Investment Advisor | $5,844 | — | $5,844 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,488
- Estimated Expense Ratio: 0.046% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $45,527,300 | $131,890 | — | — | — |
| 2024 | $336,698 | $184,789 | — | $47,424 | — |
| 2023 | $186,207 | $144,401 | — | — | — |
| 2022 | $237,230 | $58,277 | — | — | — |