Plan Ledger DOL Form 5500 · updated monthly

Dimensions Management of Chippewa Falls, LLC401(k)

DIMENSIONS MANAGEMENT OF CHIPPEWA FALLS 401(K) PLAN · CHIPPEWA FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Dimensions Management of Chippewa Falls, LLC reported $7,082 in plan administrative expenses for 2024: 0.72% of average plan assets, below the peer median. Employer contributions averaged $63 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 0.47% to 0.72%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,894th of 1,936), and 10,880th of 11,911 in health care & social assistance. In 2024, employees put in $17.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,038,529
Participants with balances139
Active participants113
Employer contributions$7,140
Employee contributions$121,500
Employer contribution per active participant$63
Average account balance$7,471
Benefits paid to participants$110,258
Plan auditUnmodified (clean) audit opinion
AuditorBETTS & HAYES, LTD.
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$1.0M · 139 accts · $7K emplr
2023$942K · 105 accts · $77K emplr
2022$791K · 136 accts · $56K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,082
Total administrative$7,082
The Dimensions Management of Chippewa Falls, LLC 401(k) match · 2024
Employer contribution per active participant$63
Median for plans this size$540
2024$63 per active participant
2023$749 per active participant
2022$511 per active participant

Dimensions Management of Chippewa Falls, LLC's 2024 employer contribution ran below the $540 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 · 20243
MMA SECURITIES, LLC · Investment advisory (plan)$3,836
ASCENSUS HOLDINGS INC. DBA FUTUREPL · Contract administrator$2,918

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

Administrative cost history4
2025Not separately reported
2024$7,082 · 0.72%
2023$7,364 · 0.85%
2022$4,543 · 0.47%
Similar plansHealth Care & Social Assistance · Wisconsin

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Source: U.S. Department of Labor, Form 5500 series, EIN 900891931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.