Plan Ledger DOL Form 5500 · updated monthly

Baycare Clinic, L.L.P.401(k)

BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Baycare Clinic, L.L.P. reported $359,249 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. Employer contributions averaged $10,210 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 0.11% to 0.12%. 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 102nd-largest of 1,936 plans among Wisconsin employers on file, and the 474th of 11,911 in health care & social assistance. In 2024, the employer put in $1.19 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$315,683,900
Participants with balances1,288
Active participants957
Employer contributions$9,770,910
Employee contributions$8,239,381
Employer contribution per active participant$10,210
Average account balance$245,096
Benefits paid to participants$18,538,264
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$315.7M · 1,288 accts · $9.8M emplr
2023$276.1M · 1,231 accts · $9.2M emplr
2022$231.6M · 1,184 accts · $8.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,264
Investment management$328,985
Total administrative$359,249
The Baycare Clinic, L.L.P. 401(k) match · 2024
Employer contribution per active participant$10,210
Median for plans this size$4,294
2024$10,210 per active participant
2023$10,199 per active participant
2022$9,905 per active participant

Baycare Clinic, L.L.P.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top 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 · 20247
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$292,438
CHARLES SCHWAB & CO., INC. · Securities brokerage$67,532
D&G ADVISORY GROUP LLC · Investment advisory (participants)$26,509
WEALTH ENHANCEMENT ADVISORY SE · Investment advisory (participants)$22,100
BULL BEAR INVESTMENT MANAGEMENT · Investment advisory (participants)$13,461
HENNEY WEALTH MANAGEMENT INC. · Investment advisory (participants)$4,085
LIBERTY CAPITAL MANAGEMENT INC · Investment advisory (participants)$621

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history3
2024$359,249 · 0.12%
2023$300,769 · 0.12%
2022$287,158 · 0.11%
Similar plansHealth Care & Social Assistance · Wisconsin
Exact Sciences Corporation WI$748.8M · 0.03%
Prohealth Care, Inc. WI$635.2M · 0.08%
Prevea Clinic, Inc. WI$491.7M · 0.07%
Meriter Health Systems, Inc. WI$334.6M · 0.06%
Forefront Management, LLC WI$217.2M · 0.43%
Versiti, Inc. WI$166.1M · 0.17%
Regional Enterprises, Inc. WI$137.7M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391943214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.