Plan Snapshot
- Plan Sponsor: Prohealth Care, INC.
- Sponsor EIN: 391486873
- Sponsor Address: N17 W24100 RIVERWOOD DRIVE, WAUKESHA, WI, 531885099
- Plan Type: 401(k)
- Total Participants: 4,518
- Total Assets: $635.2M
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. |
|---|---|---|---|---|
| 2024 | 4,518 | $635.2M | $11.2M | $28.8M |
| 2023 | 5,194 | $612.7M | $11.9M | $30.7M |
| 2022 | 5,093 | $533.0M | $11.4M | $29.5M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $13,900 | — | $13,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,900
- Estimated Expense Ratio: 0.002% 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 |
|---|---|---|---|---|---|
| 2024 | $526,452 | $76,136 | — | $13,900 | — |
| 2023 | $504,337 | $75,125 | — | — | — |
| 2022 | $487,379 | $74,511 | — | — | — |