Plan Ledger DOL Form 5500 · updated monthly

Fort Healthcare, Inc.401(k)

FORT HEALTHCARE, INC. SAVINGS PLAN · FORT ATKINSON, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Fort Healthcare, Inc. reported $93,764 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $2,591 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 fell from 0.12% to 0.08%. 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 188th-largest of 1,936 plans among Wisconsin employers on file, and the 878th of 11,911 in health care & social assistance. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$129,263,151
Participants with balances1,053
Active participants823
Employer contributions$2,132,518
Employee contributions$5,014,691
Employer contribution per active participant$2,591
Average account balance$122,757
Benefits paid to participants$12,730,513
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$129.3M · 1,053 accts · $2.1M emplr
2023$117.6M · 1,055 accts · $2.1M emplr
2022$104.2M · 1,046 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,764
Total administrative$93,764
The Fort Healthcare, Inc. 401(k) match · 2024
Employer contribution per active participant$2,591
Median for plans this size$3,635
2024$2,591 per active participant
2023$2,478 per active participant
2022$2,375 per active participant

Fort Healthcare, Inc.'s 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$93,763
PRINCIPAL SECURITIES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$93,764 · 0.08%
2023$146,660 · 0.13%
2022$145,834 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Versiti, Inc. WI$166.1M · 0.17%
Regional Enterprises, Inc. WI$137.7M · 0.13%
Forefront Dermatology, S.C. WI$131.2M · 0.29%
Beloit Health System, Inc. WI$118.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390286215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.