Plan Ledger DOL Form 5500 · updated monthly

Advanced Ear Nose & Throat Specialists, S.C.401(k)

ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. PROFIT SHARING 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Advanced Ear Nose & Throat Specialists, S.C. reported $56,076 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $2,575 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 0.48% to 0.45%. 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 among the smaller plans on file in Wisconsin (1,084th of 1,936), and the 4,636th of 11,911 in health care & social assistance. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 213 to 300 since 2022.

Plan summary
Net assets, end of year$14,230,267
Participants with balances458
Active participants300
Employer contributions$772,539
Employee contributions$1,339,061
Employer contribution per active participant$2,575
Average account balance$31,070
Benefits paid to participants$819,753
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 458 accts · $773K emplr
2023$10.8M · 345 accts · $785K emplr
2022$7.4M · 280 accts · $411K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,920
Investment management$223
Total administrative$56,076
The Advanced Ear Nose & Throat Specialists, S.C. 401(k) match · 2024
Employer contribution per active participant$2,575
Median for plans this size$2,416
2024$2,575 per active participant
2023$3,313 per active participant
2022$1,928 per active participant

Advanced Ear Nose & Throat Specialists, S.C.'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 · 20244
AMERICAN TRUST · Contract administrator · Loan processing$11,042
VOYA RETIREMENT ADVISORS LLC · Investment advisory (participants)$1,346
PPG RETIREMENT PLAN SERVICES LTD · Other servicesindirect comp
MMA SECURITIES LLCindirect comp

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

Administrative cost history3
2024$56,076 · 0.45%
2023$60,006 · 0.66%
2022$35,833 · 0.48%
Similar plansHealth Care & Social Assistance · Wisconsin
Prn Health Services, Inc. WI$14.7M · 1.42%
Covenant Healthcare,Llc WI$12.9M · 0.54%
Social Current WI$12.7M · 0.38%
Curative Care Network, Inc. WI$12.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201759813 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.