Plan Ledger DOL Form 5500 · updated monthly

Encompass Early Education & Care, Inc.401(k)

ENCOMPASS EARLY EDUCATION & CARE, INC. SAVINGS & RETIREMENT PLAN · GREEN BAY, 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

Encompass Early Education & Care, Inc. reported $29,023 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $404 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 0.53% to 0.72%. 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 (1,672nd of 1,936), and 8,331st of 11,911 in health care & social assistance. In 2024, employees put in $5.02 for every $1.00 the employer contributed; active participation has grown from 121 to 152 since 2022.

Plan summary
Net assets, end of year$4,311,348
Participants with balances143
Active participants152
Employer contributions$61,391
Employee contributions$308,269
Employer contribution per active participant$404
Average account balance$30,149
Benefits paid to participants$288,899
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 143 accts · $61K emplr
2023$3.8M · 135 accts · $63K emplr
2022$3.0M · 126 accts · $59K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,825
Total administrative$29,023
The Encompass Early Education & Care, Inc. 401(k) match · 2024
Employer contribution per active participant$404
Median for plans this size$1,313
2024$404 per active participant
2023$518 per active participant
2022$484 per active participant

Encompass Early Education & Care, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
MORGAN STANLEY · Investment advisory (participants)$16,198
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,825

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

Administrative cost history3
2024$29,023 · 0.72%
2023$22,545 · 0.66%
2022$18,732 · 0.53%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
La Causa Inc. WI$4.7M · 0.02%
Namakagon Management LLC WI$4.7M · 0.57%
Congregational Home, Inc. WI$4.2M · 0.71%
Agility Holdings, LLC WI$4.2M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390824004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.