Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Southeast Wisconsin, Inc.401(k)

EASTER SEALS SOUTHEAST WISCONSIN, INC. 401(K) PROFIT SHARING PLAN · WEST ALLIS, WI · plan year 2024

Reported admin expense ratio · 2024
1.10%

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

Easter Seals Southeast Wisconsin, Inc. reported $24,423 in plan administrative expenses for 2024: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,034 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 1.01% to 1.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,807th of 1,936), and 9,711th of 11,911 in health care & social assistance. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 55 to 76 since 2022.

Plan summary
Net assets, end of year$2,401,036
Participants with balances113
Active participants76
Employer contributions$78,568
Employee contributions$148,126
Employer contribution per active participant$1,034
Average account balance$21,248
Benefits paid to participants$138,539
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 113 accts · $79K emplr
2023$2.0M · 111 accts · $66K emplr
2022$1.9M · 107 accts · $64K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,931
Investment management$4,492
Total administrative$24,423
The Easter Seals Southeast Wisconsin, Inc. 401(k) match · 2024
Employer contribution per active participant$1,034
Median for plans this size$1,313
2024$1,034 per active participant
2023$917 per active participant
2022$1,163 per active participant

Easter Seals Southeast Wisconsin, Inc.'s 2024 employer contribution ran below 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 · 20241
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$24,423

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$24,423 · 1.10%
2023$20,859 · 1.05%
2022$22,467 · 1.01%
Similar plansHealth Care & Social Assistance · Wisconsin
Nursing Homes, Inc. WI$2.6M · 0.07%
Azura Living LLC WI$2.6M · 0.52%
Dotcom Therapy, Inc. WI$2.3M · 0.81%
Bedrock Healthcare LLC WI$2.0M · 0.05%
Eastcastle Place Inc. WI$2.0M · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390816849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.