Plan Ledger DOL Form 5500 · updated monthly

Family Services of Northeast Wisconsin, Incorporated403(b)

403(B) THRIFT PLAN OF FAMILY SERVICES OF NORTHEAST WISCONSIN, INCORPORAT · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Family Services of Northeast Wisconsin, Incorporated reported $54,363 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $1,329 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 0.35% to 0.38%. 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 among the smaller plans on file in Wisconsin (1,047th of 1,936), and the 4,494th of 11,911 in health care & social assistance. In 2024, employees put in $1.12 for every $1.00 the employer contributed; active participation has grown from 250 to 353 since 2022.

Plan summary
Net assets, end of year$14,995,185
Participants with balances335
Active participants353
Employer contributions$469,269
Employee contributions$523,422
Employer contribution per active participant$1,329
Average account balance$44,762
Benefits paid to participants$1,602,521
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 335 accts · $469K emplr
2023$13.8M · 304 accts · $388K emplr
2022$13.3M · 278 accts · $442K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,737
Investment management$50,626
Total administrative$54,363
Employer contributions to the Family Services of Northeast Wisconsin, Incorporated plan · 2024
Employer contribution per active participant$1,329
Median for plans this size$2,416
2024$1,329 per active participant
2023$1,216 per active participant
2022$1,768 per active participant

Family Services of Northeast Wisconsin, Incorporated's 2024 employer contribution ran below 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 · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$54,363

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$54,363 · 0.38%
2023$48,845 · 0.36%
2022$50,107 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Unity Limited Partnership WI$17.2M · 0.35%
Caravel Autism Health, LLC WI$15.9M · 1.20%
Prn Health Services, Inc. WI$14.7M · 1.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390827320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.