Plan Snapshot
- Plan Sponsor: Vista Care Wisconsin, INC.
- Sponsor EIN: 391833091
- Sponsor Address: 708 ERIE AVE SUITE 201, SHEBOYGAN, WI, 53081
- Plan Type: 401(k)
- Total Participants: 792
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 792 | $4.3M | $236,649 | $510,166 |
| 2023 | 629 | $3.2M | $232,115 | $446,645 |
| 2022 | 428 | $2.1M | $130,538 | $246,990 |
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 |
|---|---|---|---|---|
| WEGNER CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS — 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 | $43,035 | $14,442 | $28,593 | — | — |
| 2023 | $340,805 | — | $27,756 | — | — |
| 2022 | $23,049 | — | $23,049 | — | — |