Plan Ledger DOL Form 5500 · updated monthly

Emergency Medicine Specialists, S.C.401(k)

EMERGENCY MEDICINE SPECIALISTS, SC EMPLOYEES' PROFIT SHARING PLAN · WAUWATOSA, WI · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Emergency Medicine Specialists, S.C. reported $194,641 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $24,898 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 0.34% to 0.32%. 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 326th-largest of 1,936 plans among Wisconsin employers on file, and the 1,494th of 11,911 in health care & social assistance. In 2024, the employer put in $1.89 for every $1.00 employees contributed themselves; active participation has grown from 113 to 198 since 2022.

Plan summary
Net assets, end of year$66,615,232
Participants with balances244
Active participants198
Employer contributions$4,929,849
Employee contributions$2,610,121
Employer contribution per active participant$24,898
Average account balance$273,013
Benefits paid to participants$4,999,973
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.6M · 244 accts · $4.9M emplr
2023$55.7M · 209 accts · $3.4M emplr
2022$42.1M · 161 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,605
Investment management$99,036
Total administrative$194,641
The Emergency Medicine Specialists, S.C. 401(k) match · 2024
Employer contribution per active participant$24,898
Median for plans this size$3,635
2024$24,898 per active participant
2023$18,854 per active participant
2022$21,965 per active participant

Emergency Medicine Specialists, S.C.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20242
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Trustee$48,101
SPECTRUM INVESTMENT ADVISORS · Investment advisory (participants) · Investment management$45,762

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$194,641 · 0.32%
2023$133,839 · 0.27%
2022$157,884 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Upland Hills Health, Inc. WI$77.8M · 0.02%
Gi Associates, LLC WI$63.2M · 0.18%
Community Care, Inc. WI$60.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391412904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.