Plan Snapshot
- Plan Sponsor: Rogers Memorial Hospital, INC
- Sponsor EIN: 391139101
- Sponsor Address: 34700 VALLEY ROAD, OCONOMOWOC, WI, 53066
- Plan Type: 401(k)
- Total Participants: 2,738
- Total Assets: $145.6M
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 | 2,738 | $145.6M | $7.1M | $12.5M |
| 2023 | 2,839 | $128.3M | $6.4M | $11.6M |
| 2022 | 3,361 | $103.0M | $6.4M | $11.0M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $384,609 | $63,845 | $320,764 | — | — |
| 2023 | $389,926 | $39,690 | — | — | — |
| 2022 | $342,555 | $33,750 | — | — | — |