Plan Ledger DOL Form 5500 · updated monthly

Agrace Health403(b)

AGRACE HEALTH EMPLOYEE RETIREMENT PLAN · MADISON, WI · plan year 2025

Reported admin expense ratio · 2025
0.16%

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

Agrace Health reported $79,889 in plan administrative expenses for 2025: 0.16% of average plan assets, above the peer median. Employer contributions averaged $1,765 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 1 year on file its reported administrative ratio rose from 0.14% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 388th-largest of 1,936 plans among Wisconsin employers on file, and the 1,738th of 11,911 in health care & social assistance. In 2025, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,594,429
Participants with balances761
Active participants809
Employer contributions$1,428,013
Employee contributions$3,081,573
Employer contribution per active participant$1,765
Average account balance$71,740
Benefits paid to participants$5,730,714
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPA'S
Plan history2
Yearassets · accounts · employer contribution
2025$54.6M · 761 accts · $1.4M emplr
2024$47.7M · 819 accts · $1.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$10,870
Investment management$69,019
Total administrative$79,889
Employer contributions to the Agrace Health plan · 2025
Employer contribution per active participant$1,765
Median for plans this size$4,093
2025$1,765 per active participant
2024$1,541 per active participant

Agrace Health's 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$79,890

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

Recordkeeper by year2
2025ASSOCIATED TRUST COMPANY, N.A.
2024ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history2
2025$79,889 · 0.16%
2024$60,882 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Oakleaf Clinics, Inc. WI$49.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 993390141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.