Plan Ledger DOL Form 5500 · updated monthly

Eye Clinic of Wisconsin, S.C.401(k)

EYE CLINIC OF WISCONSIN, S.C. PROFIT SHARING PLAN · WAUSAU, WI · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Eye Clinic of Wisconsin, S.C. reported $109,264 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $4,604 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 3 years on file its reported administrative ratio has held roughly steady near 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 672nd-largest of 1,936 plans among Wisconsin employers on file, and the 2,918th of 11,911 in health care & social assistance. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$27,894,842
Participants with balances255
Active participants222
Employer contributions$1,022,036
Employee contributions$867,178
Employer contribution per active participant$4,604
Average account balance$109,392
Benefits paid to participants$3,988,034
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.9M · 255 accts · $1.0M emplr
2023$26.7M · 261 accts · $953K emplr
2022$24.1M · 214 accts · $940K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,861
Total administrative$109,264
The Eye Clinic of Wisconsin, S.C. 401(k) match · 2024
Employer contribution per active participant$4,604
Median for plans this size$2,416
2024$4,604 per active participant
2023$4,414 per active participant
2022$4,234 per active participant

Eye Clinic of Wisconsin, S.C.'s 2024 employer contribution ran above the $2,416 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
WIPFLI LLP · Recordkeeping · Loan processing$52,223
ORGEL WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$47,251

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

Recordkeeper by year2
2024WIPFLI LLP
2023WIPFLI LLP

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

Administrative cost history3
2024$109,264 · 0.40%
2023$96,754 · 0.38%
2022$103,478 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Wellpoint Care Network WI$26.9M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391093716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.