Plan Ledger DOL Form 5500 · updated monthly

Chileda Institute, Inc.401(k)

CHILEDA INSTITUTE, INC. 401(K) RETIREMENT PLAN · LA CROSSE, WI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Chileda Institute, Inc. reported $5,112 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,984 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 0.42% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Wisconsin (1,634th of 1,936), and 2,523rd of 3,091 in educational services. In 2024, the employer put in $1.58 for every $1.00 employees contributed themselves; active participation has grown from 112 to 160 since 2022.

Plan summary
Net assets, end of year$4,886,127
Participants with balances153
Active participants160
Employer contributions$317,459
Employee contributions$200,550
Employer contribution per active participant$1,984
Average account balance$31,935
Benefits paid to participants$110,015
Plan auditUnmodified (clean) audit opinion
AuditorENGELSON AND ASSOCIATES, LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 153 accts · $317K emplr
2023$4.0M · 136 accts · $232K emplr
2022$3.4M · 138 accts · $161K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,112
Total administrative$5,112
The Chileda Institute, Inc. 401(k) match · 2024
Employer contribution per active participant$1,984
Median for plans this size$1,313
2024$1,984 per active participant
2023$1,788 per active participant
2022$1,441 per active participant

Chileda Institute, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$35,689
MAP RETIREMENT INC. · Contract administrator$822

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$5,112 · 0.11%
2023$6,395 · 0.17%
2022$16,052 · 0.42%
Same employer
Similar plansEducational Services · Wisconsin
Open Sky Education, Inc. WI$8.7M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391244797 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.