Plan Ledger DOL Form 5500 · updated monthly

Aurora Community Services, Inc.401(k) + ESOP (KSOP)

AURORA COMMUNITY SERVICES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN · MENOMONIE, WI · plan year 2023

Reported admin expense ratio · 2023
0.68%

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

Aurora Community Services, Inc. reported $64,753 in plan administrative expenses for 2023: 0.68% of average plan assets, above the peer median. Employer contributions averaged $1,010 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 3 years on file its reported administrative ratio has held roughly steady near 0.653%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,217th of 1,936), and the 5,363rd of 11,911 in health care & social assistance. In 2023, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,266,826
Participants with balances472
Active participants263
Employer contributions$265,499
Employee contributions$274,859
Employer contribution per active participant$1,010
Average account balance$23,870
Benefits paid to participants$544,916
Plan auditUnmodified (clean) audit opinion
AuditorMEUWISSEN, FLYGARE, KADRLIK, & ASSO
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 473 accts · $300K emplr
2023$11.3M · 472 accts · $265K emplr
2022$7.8M · 461 accts · $162K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,496
Investment management$12,670
Audit (IQPA)$9,250
Trustee / custodial$1,337
Total administrative$64,753
The Aurora Community Services, Inc. 401(k) match · 2023
Employer contribution per active participant$1,010
Median for plans this size$1,308
2024$1,153 per active participant
2023$1,010 per active participant
2022$583 per active participant

Aurora Community Services, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
WIPFLI LLP · Plan administrator · Recordkeeping$30,396
WOODBURY FINANCIAL SERVICES · Investment advisory (participants) · Investment advisory (plan)$12,670
VALUE CONSULTING GROUP · Valuation$11,000
MEUWISSEN, FLYGARE, KADRLIK, & ASSO · Accounting / audit$9,250

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

Recordkeeper by year2
2024WIPFLI LLP
2023WIPFLI LLP

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

Administrative cost history3
2024$69,408 · 0.65%
2023$64,753 · 0.68%
2022$58,020 · 0.65%
Similar plansHealth Care & Social Assistance · Wisconsin
Curative Care Network, Inc. WI$12.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264618269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.