Plan Ledger DOL Form 5500 · updated monthly

Beloit Health System, Inc.403(b)

BELOIT HEALTH SYSTEM 403(B) PLAN · BELOIT, WI · plan year 2024

Reported admin expense ratio · 2024
0.17%

Beloit Health System, Inc. reported $186,783 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. 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 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 205th-largest of 1,936 plans among Wisconsin employers on file, and the 951st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$118,282,332
Participants with balances1,182
Active participants1,596
Employer contributions—
Employee contributions$7,140,295
Employer contribution per active participant—
Average account balance$100,070
Benefits paid to participants$9,272,644
Plan auditDisclaimer of opinion
AuditorWIPFLI CPAS AND CONSULTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$118.3M · 1,182 accts
2023$106.2M · 1,113 accts
2022$87.7M · 1,111 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,540
Investment management$132,383
Trustee / custodial$1,860
Total administrative$186,783
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 · 20242
FID INV INST OPS CO · Recordkeeping · Loan processing$165,696
STRATEGIC ADVISORS · Investment advisory (participants)$20,157

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$186,783 · 0.17%
2023$167,498 · 0.17%
2022$206,293 · 0.21%
All plans at this employer2
BELOIT HEALTH SYSTEM 403(B) PLAN403(b)
BELOIT HEALTH SYSTEM MATCHING & EMPLOYER CONTRIBUTION PLANProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Fort Healthcare, Inc. WI$129.3M · 0.08%
Froedtert South, Inc. WI$89.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391028081 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.