# Regency Terrace South, INC. D/B/A Hales Corner Care Center 401(k) Plan
Source: https://planprovider.pro/companies/regency-terrace-south-inc-401k-plan

> Regency Terrace South, INC. D/B/A Hales Corner Care Center's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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