Plan Snapshot
- Plan Sponsor: Regency Terrace South, INC. D/B/A Hales Corner Care Center
- Sponsor EIN: 391098276
- Sponsor Address: 9449 W. FOREST HOME AVE, HALES CORNER, WI, 531301611
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 136 | $5.3M | $69,285 | $340,680 |
| 2023 | 256 | $5.8M | $37,052 | $390,438 |
| 2022 | 261 | $5.5M | $31,580 | $319,077 |
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 — 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 | $61,334 | $37,293 | — | — | — |
| 2023 | $48,240 | — | — | — | — |
| 2022 | $5,661 | — | — | — | — |