Plan Ledger DOL Form 5500 · updated monthly

Good Shepherd Services, LTD403(b)

GOOD SHEPHERD SERVICES, LTD 403(B) RETIREMENT PLAN · SEYMOUR, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Good Shepherd Services, LTD reported $1,640 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $182 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 0.23% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,792nd of 1,936), and 9,534th of 11,911 in health care & social assistance. In 2024, employees put in $6.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,639,876
Participants with balances128
Active participants197
Employer contributions$35,946
Employee contributions$216,540
Employer contribution per active participant$182
Average account balance$20,624
Benefits paid to participants$77,215
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 128 accts · $36K emplr
2023$2.2M · 118 accts · $27K emplr
2022$1.8M · 104 accts · $25K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,640
Total administrative$1,640
Employer contributions to the Good Shepherd Services, LTD plan · 2024
Employer contribution per active participant$182
Median for plans this size$1,313
2024$182 per active participant
2023$157 per active participant
2022$135 per active participant

Good Shepherd Services, LTD's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
PROACCOUNT · Investment advisory (participants)$690
DEFINITI LLC · Investment advisory (participants)indirect comp
MORNINGSTAR · 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$1,640 · 0.07%
2023$19,627 · 0.97%
2022$4,395 · 0.23%
Similar plansHealth Care & Social Assistance · Wisconsin
Varc, Inc. WI$2.9M · 0.46%
Nursing Homes, Inc. WI$2.6M · 0.07%
Azura Living LLC WI$2.6M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391319766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.