Plan Ledger DOL Form 5500 · updated monthly

Community Care, Inc.401(k)

COMMUNITY CARE, INC. 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Community Care, Inc. reported $25,667 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,410 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 rose from 0.03% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 357th-largest of 1,936 plans among Wisconsin employers on file, and the 1,592nd of 11,911 in health care & social assistance. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,833,276
Participants with balances1,141
Active participants1,021
Employer contributions$2,460,156
Employee contributions$5,186,777
Employer contribution per active participant$2,410
Average account balance$53,316
Benefits paid to participants$6,002,331
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.8M · 1,141 accts · $2.5M emplr
2023$50.8M · 1,130 accts · $2.2M emplr
2022$39.2M · 1,034 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,365
Total administrative$25,667
The Community Care, Inc. 401(k) match · 2024
Employer contribution per active participant$2,410
Median for plans this size$3,635
2024$2,410 per active participant
2023$2,163 per active participant
2022$2,108 per active participant

Community Care, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$15,365

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$25,667 · 0.05%
2023$14,767 · 0.03%
2022$14,315 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Gi Associates, LLC WI$63.2M · 0.18%
Inclusa, Inc. WI$60.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391264667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.