Plan Ledger DOL Form 5500 · updated monthly

Benevolent Corporation Cedar Community401(k)

CEDAR COMMUNITY RETIREMENT SAVINGS PLAN · WEST BEND, WI · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Benevolent Corporation Cedar Community reported $63,182 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $404 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 0.302%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 830th-largest of 1,936 plans among Wisconsin employers on file, and 1,558th of 3,091 in educational services. In 2024, employees put in $5.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,193,769
Participants with balances287
Active participants364
Employer contributions$146,885
Employee contributions$809,637
Employer contribution per active participant$404
Average account balance$73,846
Benefits paid to participants$2,824,780
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 287 accts · $147K emplr
2023$20.6M · 290 accts · $176K emplr
2022$19.3M · 298 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,182
Total administrative$63,182
The Benevolent Corporation Cedar Community 401(k) match · 2024
Employer contribution per active participant$404
Median for plans this size$2,416
2024$404 per active participant
2023$493 per active participant
2022$536 per active participant

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

Service providers · 20243
OPEROSE ADVISORS LLC · Investment advisory (plan)$36,671
EGPS, INC · Other services$8,447

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$63,182 · 0.30%
2023$60,681 · 0.30%
2022$54,040 · 0.30%
Same employer
Similar plansEducational Services · Wisconsin
The Prairie School WI$32.4M · 0.15%
Academy of Basic Education WI$23.1M · 0.07%
Pesi, Inc. WI$19.8M · 0.16%
Nbi, Inc. WI$18.2M · 0.46%
Seeds of Health, Inc. WI$15.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390928211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.