# Totalmed Staffing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/totalmed-staffing-inc-401k-plan

> Totalmed Staffing, INC.'s 401(k) plan: 3,117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [KEMPER CPA GROUP, LLP](https://planprovider.pro/provider/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|—|—|

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