Plan Ledger DOL Form 5500 · updated monthly

Anew Health Care Services, Inc.401(k)

ANEW HEALTH CARE SERVICES, INC. 401(K) PLAN · WAUWATOSA, WI · plan year 2022

Reported admin expense ratio · 2022
0.50%

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

Anew Health Care Services, Inc. reported $13,843 in plan administrative expenses for 2022: 0.50% of average plan assets, above the peer median. Employer contributions averaged $574 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,806th of 1,936), and 9,665th of 11,911 in health care & social assistance. In 2022, employees put in $8.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,473,242
Participants with balances84
Active participants55
Employer contributions$31,568
Employee contributions$255,327
Employer contribution per active participant$574
Average account balance$29,443
Benefits paid to participants$331,901
Plan auditUnmodified (clean) audit opinion
AuditorDWAYNE JOHNSON & ASSOCIATES, SC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,843
Total administrative$13,843
The Anew Health Care Services, Inc. 401(k) match · 2022
Employer contribution per active participant$574
Median for plans this size$1,114

Anew Health Care Services, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,843 · 0.50%
Similar plansHealth Care & Social Assistance · Wisconsin
Nursing Homes, Inc. WI$2.6M · 0.07%
Azura Living LLC WI$2.6M · 0.52%
Dotcom Therapy, Inc. WI$2.3M · 0.81%
Bedrock Healthcare LLC WI$2.0M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391455819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.