Plan Snapshot
- Plan Sponsor: Sauk Prairie Healthcare, INC.
- Sponsor EIN: 390872080
- Sponsor Address: 260 26TH STREET, PRAIRIE DU SAC, WI, 53578
- Plan Type: 403(b)
- Total Participants: 757
- Total Assets: $120.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 757 | $120.5M | $2.6M | $4.9M |
| 2023 | 736 | $104.9M | $2.2M | $4.3M |
| 2022 | 650 | $92.8M | $2.0M | $3.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $148,304 | $67,682 | $80,622 | — | — |
| 2023 | $137,590 | $65,682 | $70,802 | $1,106 | — |
| 2022 | $195,714 | $61,844 | $133,870 | — | — |