Plan Ledger DOL Form 5500 · updated monthly

Fond du Lac Regional Clinic, S.C.401(k)

FOND DU LAC REGIONAL CLINIC, S.C. 401K PROFIT SHARING PLAN · FOND DU LAC, WI · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Fond du Lac Regional Clinic, S.C. reported $209,449 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $40,207 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 0.174%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 194th-largest of 1,936 plans among Wisconsin employers on file, and the 907th of 11,911 in health care & social assistance. In 2024, the employer put in $1.64 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$124,826,757
Participants with balances129
Active participants95
Employer contributions$3,819,658
Employee contributions$2,329,401
Employer contribution per active participant$40,207
Average account balance$967,649
Benefits paid to participants$13,455,821
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$124.8M · 129 accts · $3.8M emplr
2023$116.1M · 129 accts · $3.6M emplr
2022$104.9M · 126 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,169
Investment management$70,000
Audit (IQPA)$21,280
Total administrative$209,449
The Fond du Lac Regional Clinic, S.C. 401(k) match · 2024
Employer contribution per active participant$40,207
Median for plans this size$3,635
2024$40,207 per active participant
2023$36,235 per active participant
2022$38,863 per active participant

Fond du Lac Regional Clinic, S.C.'s 2024 employer contribution ran above the $3,635 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 · 20243
JOHN HANCOCK · Recordkeeping$118,169
LPL FINANCIAL · Investment advisory (plan)$70,000
GRANT THORNTON LLP · Accounting / audit$21,280

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$209,449 · 0.17%
2023$193,088 · 0.17%
2022$203,213 · 0.17%
Similar plansHealth Care & Social Assistance · Wisconsin
Regional Enterprises, Inc. WI$137.7M · 0.13%
Forefront Dermatology, S.C. WI$131.2M · 0.29%
Fort Healthcare, Inc. WI$129.3M · 0.08%
Beloit Health System, Inc. WI$118.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391172740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.