Plan Snapshot
- Plan Sponsor: Upland Hills Health, INC.
- Sponsor EIN: 421017512
- Sponsor Address: 800 COMPASSION WAY, DODGEVILLE, WI, 53533
- Plan Type: 403(b)
- Total Participants: 657
- Total Assets: $78.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 657 | $78.6M | $1.2M | $3.0M |
| 2023 | 637 | $67.1M | $1.0M | $2.7M |
| 2022 | 606 | $54.9M | $964,909 | $2.5M |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — 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 | $12,410 | — | — | — | — |
| 2023 | $14,638 | — | — | — | — |
| 2022 | $10,503 | — | — | — | — |