Plan Ledger DOL Form 5500 · updated monthly

Aspirus, Inc.403(b)

ASPIRUS, INC. RETIREMENT PLAN · WAUSAU, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Aspirus, Inc. reported $1,088,594 in plan administrative expenses for 2024: 0.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,676 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 0.21% to 0.13%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 40th-largest of 1,936 plans among Wisconsin employers on file, and the 209th of 11,911 in health care & social assistance. In 2024, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$893,395,690
Participants with balances13,295
Active participants10,454
Employer contributions$17,525,511
Employee contributions$55,381,801
Employer contribution per active participant$1,676
Average account balance$67,198
Benefits paid to participants$90,660,932
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$893.4M · 13,295 accts · $17.5M emplr
2023$795.2M · 13,840 accts · $16.9M emplr
2022$668.0M · 13,412 accts · $17.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,715
Investment management$989,879
Total administrative$1,088,594
Employer contributions to the Aspirus, Inc. plan · 2024
Employer contribution per active participant$1,676
Median for plans this size$4,294
2024$1,676 per active participant
2023$1,656 per active participant
2022$1,697 per active participant

Aspirus, Inc.'s 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$815,248
METROPOLITAN LIFE INSURANCE CO · Insurance services$257,198
FRANCIS INVESTMENT COUNCIL, LLC · Investment advisory (plan)$14,203
QDRO CONSULTANTS COMPANY, LLC · Consulting$1,500

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$1,088,594 · 0.13%
2023$1,400,204 · 0.19%
2022$1,520,956 · 0.21%
All plans at this employer2
ASPIRUS, INC. RETIREMENT PLAN403(b)
ASPIRUS, INC. FROZEN 401(A) PLANMoney purchase plan
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Froedtert Health, Inc WI$2.2B · 0.06%
Marshfield Clinic, Inc. WI$1.8B · 0.02%
Children's Wisconsin WI$1.0B · 0.07%
Bellin Health Systems, Inc. WI$861.9M · 0.06%
Thedacare Inc. WI$837.6M · 0.11%
Exact Sciences Corporation WI$748.8M · 0.03%
Prohealth Care, Inc. WI$635.2M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391328331 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.