Plan Ledger DOL Form 5500 · updated monthly

Bell Ambulance, Inc.401(k)

BELL AMBULANCE, INC. 401(K) SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Bell Ambulance, Inc. reported $1,752 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,180 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 0.30% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 832nd-largest of 1,936 plans among Wisconsin employers on file, and the 3,533rd of 11,911 in health care & social assistance. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 494 to 686 since 2022.

Plan summary
Net assets, end of year$21,144,707
Participants with balances730
Active participants686
Employer contributions$1,495,771
Employee contributions$2,031,760
Employer contribution per active participant$2,180
Average account balance$28,965
Benefits paid to participants$1,014,110
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.1M · 730 accts · $1.5M emplr
2023$16.2M · 638 accts · $1.0M emplr
2022$12.3M · 268 accts · $681K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,752
Total administrative$1,752
The Bell Ambulance, Inc. 401(k) match · 2024
Employer contribution per active participant$2,180
Median for plans this size$2,416
2024$2,180 per active participant
2023$1,753 per active participant
2022$1,380 per active participant

Bell Ambulance, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,752

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

Administrative cost history3
2024$1,752 · 0.01%
2023Not separately reported
2022$38,394 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Green Bay Oncology, LTD WI$23.0M · 0.22%
Simko Support Center LLC WI$20.3M · 0.60%
Associated Physicians, LLP WI$20.2M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391307909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.