Plan Ledger DOL Form 5500 · updated monthly

Gastrointestinal Associates, S.C.401(k)

GASTROINTESTINAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN · WAUSAU, WI · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Gastrointestinal Associates, S.C. reported $57,412 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $7,781 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 has held roughly steady near 0.20%. 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 the 666th-largest of 1,936 plans among Wisconsin employers on file, and the 2,905th of 11,911 in health care & social assistance. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$28,226,264
Participants with balances142
Active participants120
Employer contributions$933,728
Employee contributions$827,273
Employer contribution per active participant$7,781
Average account balance$198,777
Benefits paid to participants$3,997,645
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$25.0M · 154 accts · $944K emplr
2024$28.2M · 142 accts · $934K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,443
Investment management$53,969
Total administrative$57,412
The Gastrointestinal Associates, S.C. 401(k) match · 2024
Employer contribution per active participant$7,781
Median for plans this size$2,416
2025$6,840 per active participant
2024$7,781 per active participant

Gastrointestinal Associates, S.C.'s 2024 employer contribution ran above the $2,416 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 · 20242
WIPFLI LLP · Recordkeeping · Participant communication$3,441
CREATIVE PLANNING HOLDCO, LLC · Investment advisory (participants) · Investment advisory (plan)$53,969

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

Administrative cost history2
2025$54,315 · 0.20%
2024$57,412 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Lakeland Care, Inc. WI$29.4M · 0.03%
Wellpoint Care Network WI$26.9M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391735324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.