Chartwell Midwest Wisconsin LLC, dba Uw Health Care Direct401(k)
CHARTWELL MIDWEST WISCONSIN RETIREMENT PLAN · MIDDLETON, WI · plan year 2025
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Chartwell Midwest Wisconsin LLC, dba Uw Health Care Direct reported $58,953 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,659 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 rose from 0.18% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 599th-largest of 1,936 plans among Wisconsin employers on file, and the 2,621st of 11,911 in health care & social assistance. In 2025, employees put in $2.21 for every $1.00 the employer contributed.
Chartwell Midwest Wisconsin LLC, dba Uw Health Care Direct's 2025 employer contribution ran below the $2,666 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 391796267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.