Plan Ledger DOL Form 5500 · updated monthly

Family Health/La Clinica401(k)

FAMILY HEALTH/LA CLINICA 401(K) RETIREMENT PLAN · WAUTOMA, WI · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Family Health/La Clinica reported $55,644 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $2,190 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 0.47% to 0.78%. 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 (1,439th of 1,936), and 6,572nd of 11,911 in health care & social assistance. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,707,628
Participants with balances225
Active participants182
Employer contributions$398,568
Employee contributions$827,895
Employer contribution per active participant$2,190
Average account balance$34,256
Benefits paid to participants$887,734
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 225 accts · $399K emplr
2023$6.5M · 208 accts · $412K emplr
2022$5.3M · 222 accts · $378K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,644
Total administrative$55,644
The Family Health/La Clinica 401(k) match · 2024
Employer contribution per active participant$2,190
Median for plans this size$1,313
2024$2,190 per active participant
2023$2,032 per active participant
2022$2,236 per active participant

Family Health/La Clinica's 2024 employer contribution ran above 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 · 20244
KERBERROSE WEALTH MANAGEMENT LLC · Investment advisory (plan)$17,325
THE RETIREMENT ADVANTAGE INC · Contract administrator$7,668
EMPOWER ADVISORY GROUP, LLC · Investment management$1,020

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$55,644 · 0.78%
2023$30,477 · 0.52%
2022$26,320 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Elderspan Management, LLC WI$7.7M · 0.79%
Avanti Health Systems WI$7.2M · 0.63%
Wcsc Holdings, LLC. WI$6.7M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391181480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.