Plan Ledger DOL Form 5500 · updated monthly

Family Health Center of Marshfield, Inc.401(k)

FAMILY HEALTH CENTER OF MARSHFIELD, INC. RETIREMENT PLAN · MARSHFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Family Health Center of Marshfield, Inc. reported $95,127 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $4,106 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 1 year on file its reported administrative ratio rose from 0.13% to 0.25%. 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 495th-largest of 1,936 plans among Wisconsin employers on file, and the 2,251st of 11,911 in health care & social assistance. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,625,310
Participants with balances444
Active participants416
Employer contributions$1,708,175
Employee contributions$1,978,957
Employer contribution per active participant$4,106
Average account balance$89,246
Benefits paid to participants$6,072,112
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$39.6M · 444 accts · $1.7M emplr
2023$35.8M · 417 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,089
Investment management$51,038
Total administrative$95,127
The Family Health Center of Marshfield, Inc. 401(k) match · 2024
Employer contribution per active participant$4,106
Median for plans this size$2,416
2024$4,106 per active participant
2023$3,286 per active participant

Family Health Center of Marshfield, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
INTELLICENTS INVEST SOLUTIONS INC · Investment advisory (plan)$49,989
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,138

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

Administrative cost history2
2024$95,127 · 0.25%
2023$48,151 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Prairie Ridge Health, Inc. WI$41.6M · 0.19%
Agrace Hospicecare WI$41.6M · 0.08%
My Choice Wisconsin, Inc. WI$41.5M · 0.40%
Richland Hospital, Inc. WI$39.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391681547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.