Plan Ledger DOL Form 5500 · updated monthly

Children's Wisconsin403(b)

CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Children's Wisconsin reported $676,769 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $2,982 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 0.08% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 34th-largest of 1,936 plans among Wisconsin employers on file, and the 184th of 11,911 in health care & social assistance. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has grown from 5,798 to 8,645 since 2022.

Plan summary
Net assets, end of year$1,013,041,993
Participants with balances8,698
Active participants8,645
Employer contributions$25,778,049
Employee contributions$43,414,564
Employer contribution per active participant$2,982
Average account balance$116,468
Benefits paid to participants$74,967,486
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.0B · 8,698 accts · $25.8M emplr
2023$898.1M · 8,231 accts · $24.2M emplr
2022$760.0M · 7,339 accts · $22.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$563,766
Investment management$81,749
Audit (IQPA)$30,570
Total administrative$676,769
Employer contributions to the Children's Wisconsin plan · 2024
Employer contribution per active participant$2,982
Median for plans this size$4,294
2024$2,982 per active participant
2023$3,598 per active participant
2022$3,932 per active participant

Children's Wisconsin's 2024 employer contribution ran below the $4,294 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Contract administrator · Recordkeeping$563,766
MARQUETTE ASSOCIATES, INC. · Consulting · Insurance services$80,966
WIPFLI LLP · Accounting / audit$18,850

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$676,769 · 0.07%
2023$620,707 · 0.07%
2022$692,244 · 0.08%
All plans at this employer2
CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN403(b)
CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K)401(k)
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Froedtert Health, Inc WI$2.2B · 0.06%
Marshfield Clinic, Inc. WI$1.8B · 0.02%
Aspirus, Inc. WI$893.4M · 0.13%
Bellin Health Systems, Inc. WI$861.9M · 0.06%
Thedacare Inc. WI$837.6M · 0.11%
Exact Sciences Corporation WI$748.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391500074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.