Plan Ledger DOL Form 5500 · updated monthly

Gi Associates, LLC401(k)

GI ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST 006 GIS · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Gi Associates, LLC reported $108,720 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $5,996 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 0.16% to 0.18%. 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 346th-largest of 1,936 plans among Wisconsin employers on file, and the 1,542nd of 11,911 in health care & social assistance. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$63,205,213
Participants with balances341
Active participants300
Employer contributions$1,798,721
Employee contributions$1,982,990
Employer contribution per active participant$5,996
Average account balance$185,353
Benefits paid to participants$7,880,332
Plan auditUnmodified (clean) audit opinion
AuditorCLA
Plan history3
Yearassets · accounts · employer contribution
2024$63.2M · 341 accts · $1.8M emplr
2023$58.3M · 326 accts · $1.8M emplr
2022$54.8M · 312 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,895
Investment management$73,825
Total administrative$108,720
The Gi Associates, LLC 401(k) match · 2024
Employer contribution per active participant$5,996
Median for plans this size$3,635
2024$5,996 per active participant
2023$5,972 per active participant
2022$5,689 per active participant

Gi Associates, LLC's 2024 employer contribution ran above 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 · 20243
DANA INVESTMENT ADVISORS INC · Investment advisory (plan)$59,576
EMPOWER ADVISORY GROUP, LLC · Investment management$14,249

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$108,720 · 0.18%
2023$99,292 · 0.18%
2022$94,531 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Upland Hills Health, Inc. WI$77.8M · 0.02%
Community Care, Inc. WI$60.8M · 0.05%
Inclusa, Inc. WI$60.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391994360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.