# Senior Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/senior-management-inc-401k-plan

> Senior Management, INC.'s 401(k) plan: 224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Senior Management, INC.

- **Sponsor EIN:** 201105150

- **Sponsor Address:** 660 EAST BIRCH AVE, BARRON, WI, 54812

- **Plan Type:** 401(k)

- **Total Participants:** 224

- **Total Assets:** $4.1M

## 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|224|$4.1M|$3,316|$314,979|

| 2023|305|$3.7M|$22,726|$238,250|

| 2022|245|$2.9M|$0|$224,718|

## 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|$10,702|$4,442|$6,260|—|—|

| 2023|$700|—|$700|—|—|

| 2022|$2,950|—|$2,950|—|—|

## Similar Plans

- [Care Partners Assisted Living, LLC](https://planprovider.pro/companies/care-partners-assisted-living-llc-401k-plan) — 217 participants

- [Christian Community Homes And Services, INC.](https://planprovider.pro/companies/christian-community-homes-and-services-inc-401k-plan) — 213 participants

- [Management Select, LLC](https://planprovider.pro/companies/management-select-llc-401k-plan) — 236 participants

- [Jewish Home And Care Center, INC.](https://planprovider.pro/companies/jewish-home-and-care-center-inc-401k-plan) — 251 participants

- [Morrow Memorial Home](https://planprovider.pro/companies/morrow-memorial-home-401k-plan) — 197 participants

- [Good Shepherd Services, Ltd](https://planprovider.pro/companies/good-shepherd-services-ltd-403b-plan) — 197 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/senior-management-inc-401k-plan)

© 2026 PlanProvider.Pro