Plan Ledger DOL Form 5500 · updated monthly

Cedar Crest Inc403(b)

CEDAR CREST INC. 403(B) PLAN · JANESVILLE, WI · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Cedar Crest Inc reported $34,872 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $458 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 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,596th of 1,936), and 7,708th of 11,911 in health care & social assistance. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 210 to 294 since 2022.

Plan summary
Net assets, end of year$5,369,274
Participants with balances195
Active participants294
Employer contributions$134,692
Employee contributions$202,534
Employer contribution per active participant$458
Average account balance$27,535
Benefits paid to participants$219,072
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCTS, S.C.
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 195 accts · $135K emplr
2023$4.6M · 177 accts · $161K emplr
2022$4.1M · 180 accts · $161K emplr
Employer contributions to the Cedar Crest Inc plan · 2024
Employer contribution per active participant$458
Median for plans this size$1,313
2024$458 per active participant
2023$664 per active participant
2022$767 per active participant

Cedar Crest Inc's 2024 employer contribution ran below the $1,313 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 · 20241
JOHNSON BANK · Trustee · Investment advisory (plan)$34,872

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$34,872 · 0.70%
2023$33,247 · 0.77%
2022$30,413 · 0.67%
Similar plansHealth Care & Social Assistance · Wisconsin
Valley Eye Associates WI$5.6M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391025444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.