Froedtert South 403(b) match, vesting and fees
What Froedtert South's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Froedtert South: employer contribution per participant | — | |
| Peer median | $1,358 |
| Froedtert South: average balance | $56,269 | |
| Peer median | $44,442 |
| Froedtert South: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $76.9M at the end of plan year 2023 to $89.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,606 | $89.2M | — | — | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 2,302 | $76.9M | — | — | 0.11% | Not published | Form 5500 ↗ |
Other Froedtert South plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Froedtert South, Inc. Employees' Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Froedtert South match 401(k) contributions?
The match terms for the Froedtert South, Inc. Matched 403(b) Retirement Savings Plan have not been published from its filing yet.
When is the Froedtert South 401(k) match vested?
The vesting schedule for the Froedtert South, Inc. Matched 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Froedtert South 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Froedtert South, Inc..
I left Froedtert South. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Froedtert South, Inc., (262) 656-2143) or the recordkeeper, Transamerica Retirement Solutions. The Froedtert South old 401(k) page lists the contacts from every plan filing. Find an old Froedtert South 401(k)
Data from the public Form 5500 annual reports Froedtert South filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Froedtert South. Not financial advice. Report a correction · Methodology