Plan Snapshot
- Plan Sponsor: Reedsburg Area Medical Center, INC.
- Sponsor EIN: 391091432
- Sponsor Address: 2000 NORTH DEWEY AVENUE, REEDSBURG, WI, 53959
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 849
- Total Assets: $100.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 849 | $100.5M | $0 | $0 |
| 2024 | 615 | $89.1M | $1.9M | $3.4M |
| 2023 | 598 | $81.1M | $1.7M | $3.2M |
| 2022 | 576 | $68.2M | $1.6M | $2.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $93,581 | — | $93,581 |
| COTA STREET INVESTMENT MANAGEMENT | Investment Advisor | $86,315 | — | $86,315 |
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $56,324 | — | $56,324 |
| MBE WEALTH MANAGEMENT LLC | Investment Advisor | $28,162 | — | $28,162 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $264,382
- Estimated Expense Ratio: 0.263% 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 | $8,902,225 | $170,802 | — | — | — |
| 2024 | $240,014 | $153,956 | — | — | — |
| 2023 | $216,265 | $140,872 | — | — | — |
| 2022 | $272,712 | $195,846 | $76,866 | — | — |