Plan Ledger DOL Form 5500 · updated monthly

Froedtert South, Inc.403(b)

FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN · KENOSHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

Froedtert South, Inc. reported $107,048 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. 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 0.14% to 0.13%. 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 251st-largest of 1,936 plans among Wisconsin employers on file, and the 1,194th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$89,242,264
Participants with balances1,586
Active participants2,347
Employer contributions—
Employee contributions$9,956,564
Employer contribution per active participant—
Average account balance$56,269
Benefits paid to participants$8,209,491
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$89.2M · 1,586 accts
2023$76.9M · 1,560 accts
2022$61.0M · 1,523 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,585
Investment management$5,463
Total administrative$107,048
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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$115,613
CHARLES SCHWAB & CO, INC · Securities brokerage$246
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$107,048 · 0.13%
2023$78,566 · 0.11%
2022$92,580 · 0.14%
All plans at this employer2
FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN403(b)
FROEDTERT SOUTH, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLANDefined-contribution plan
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Beloit Health System, Inc. WI$118.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390816845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.