Plan Snapshot
- Plan Sponsor: Totalmed Staffing, INC.
- Sponsor EIN: 383719307
- Sponsor Address: 221 WEST COLLEGE AVENUE, APPLETON, WI, 54911
- Plan Type: 401(k)
- Total Participants: 3,117
- Total Assets: $37.3M
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 | 3,117 | $37.3M | $2.0M | $5.0M |
| 2023 | 2,445 | $34.0M | $2.6M | $6.8M |
| 2022 | 2,814 | $23.3M | $2.2M | $5.2M |
| 2019 | 942 | $9.2M | $0 | $0 |
| 2018 | 1,976 | $6.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $122,616 | — | $122,616 |
| CREATIVE PLANNING LLC | ADVISOR | $84,263 | — | $84,263 |
| KEMPER CPA GROUP, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- KEMPER CPA GROUP, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,879
- Estimated Expense Ratio: 0.554% of plan assets
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 | $206,879 | $84,263 | — | — | — |
| 2023 | $161,576 | $38,010 | — | — | — |
| 2022 | $129,349 | — | — | — | — |
| 2019 | $75,350 | $30,675 | $44,675 | — | — |
| 2018 | $36,934 | $20,184 | $16,750 | — | — |