Plan Ledger DOL Form 5500 · updated monthly

Avanti Health Systems401(k)

VILLA MARIA HEALTH AND REHABILITATION 401(K) PROFIT SHARING PLAN AND TRUST · HURLEY, WI · plan year 2023

Reported admin expense ratio · 2023
0.63%

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

Avanti Health Systems reported $44,428 in plan administrative expenses for 2023: 0.63% of average plan assets, above the peer median. Employer contributions averaged $566 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 rose from 0.43% to 0.58%. 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 (1,471st of 1,936), and 6,793rd of 11,911 in health care & social assistance. In 2023, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,150,530
Participants with balances157
Active participants209
Employer contributions$118,368
Employee contributions$291,367
Employer contribution per active participant$566
Average account balance$45,545
Benefits paid to participants$1,187,300
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 156 accts · $99K emplr
2023$7.2M · 157 accts · $118K emplr
2022$6.9M · 173 accts · $118K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,894
Investment management$23,534
Total administrative$44,428
The Avanti Health Systems 401(k) match · 2023
Employer contribution per active participant$566
Median for plans this size$1,308
2024$446 per active participant
2023$566 per active participant
2022$538 per active participant

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

Service providers · 20233
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$20,894
MORGAN STANLEY · Investment advisory (plan)$16,137
PRINCIPAL SECURITIES, INC. · Investment advisory (plan)$7,396

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$39,103 · 0.58%
2023$44,428 · 0.63%
2022$32,863 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Family Health/La Clinica WI$7.7M · 0.78%
Elderspan Management, LLC WI$7.7M · 0.79%
Wcsc Holdings, LLC. WI$6.7M · 0.67%
Lad Lake, Inc. WI$6.6M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331016260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.