Plan5500

Froedtert South, Inc. Matched 403(B) Retirement Savings Plan — Form 5500 plan (Froedtert South, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Froedtert South, Inc. Matched 403(B) Retirement Savings Plan is a benefit plan reported by Froedtert South, Inc. under EIN 39-0816845 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,648 participants and $76,893,392 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Froedtert South, Inc.
EIN
39-0816845
Plan number
003
Plan type
2
Location
Kenosha, WI
Latest filing year
2023
Participants
2,648
End-of-year plan assets
$76,893,392

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,648H, C20241015112355NAL0057206866003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,893,392
Net assets (EOY)
$76,893,392
Net assets (BOY)
$60,955,894

Income & contributions

Participant contributions
$8,941,577
Total contributions
$9,210,598
Total income / additions
$20,337,213

Expenses & distributions

Benefits paid
$4,214,905
Administrative expenses
$78,566
Total expenses
$4,399,715
Net increase / (decrease)
$15,937,498

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$73,167$02023
Charles Schwab & Co., IncSECURITIES BROKER$5,399$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages