Plan Ledger DOL Form 5500 · updated monthly

Access Community Health Centers401(k)

ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Access Community Health Centers reported $81,919 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,691 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.35% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 685th-largest of 1,936 plans among Wisconsin employers on file, and the 2,981st of 11,911 in health care & social assistance. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 224 to 281 since 2022.

Plan summary
Net assets, end of year$27,151,354
Participants with balances361
Active participants281
Employer contributions$756,281
Employee contributions$1,520,259
Employer contribution per active participant$2,691
Average account balance$75,212
Benefits paid to participants$1,097,535
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 361 accts · $756K emplr
2023$22.7M · 344 accts · $664K emplr
2022$18.4M · 302 accts · $599K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,998
Investment management$74,921
Total administrative$81,919
The Access Community Health Centers 401(k) match · 2024
Employer contribution per active participant$2,691
Median for plans this size$2,416
2024$2,691 per active participant
2023$2,476 per active participant
2022$2,674 per active participant

Access Community Health Centers's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$81,919

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$81,919 · 0.33%
2023$68,661 · 0.33%
2022$70,757 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Wellpoint Care Network WI$26.9M · 0.40%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391391134 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.