Plan Snapshot
- Plan Sponsor: Thedacare INC.
- Sponsor EIN: 391509362
- Sponsor Address: 3 NEENAH CENTER, NEENAH, WI, 54956
- Plan Type: 403(b)
- Total Participants: 6,774
- Total Assets: $837.6M
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 | 6,774 | $837.6M | $14.2M | $43.9M |
| 2023 | 6,180 | $741.2M | $12.7M | $39.5M |
| 2022 | 6,021 | $636.7M | $11.9M | $36.8M |
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 | $856,736 | $116,402 | — | — | — |
| 2023 | $731,090 | $113,435 | — | — | — |
| 2022 | $713,893 | $111,215 | — | — | — |