Plan Snapshot
- Plan Sponsor: Scenic Bluffs Health Center, INC.
- Sponsor EIN: 391760445
- Sponsor Address: PO BOX 39, CASHTON, WI, 546190039
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 107
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 107 | $6.0M | $227,172 | $437,502 |
| 2023 | 110 | $5.1M | $225,231 | $462,097 |
| 2022 | 89 | $3.9M | $177,039 | $404,161 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
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 | $51,506 | $2,077 | $49,429 | — | — |
| 2023 | $40,441 | $2,444 | $37,997 | — | — |
| 2022 | $39,690 | — | — | — | $39,690 |