Plan Ledger DOL Form 5500 · updated monthly

Great Lakes Health Partners, LLC401(k)

INTERIM HEALTHCARE 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Great Lakes Health Partners, LLC reported $11,551 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $537 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 0.13% to 0.61%. 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 (1,814th of 1,936), and 9,771st of 11,911 in health care & social assistance. In 2024, employees put in $3.01 for every $1.00 the employer contributed; active participation has grown from 330 to 467 since 2022.

Plan summary
Net assets, end of year$2,335,679
Participants with balances263
Active participants467
Employer contributions$250,819
Employee contributions$753,992
Employer contribution per active participant$537
Average account balance$8,881
Benefits paid to participants$313,201
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $145K emplr
2024$2.3M · 263 accts · $251K emplr
2023$1.4M · 201 accts · $156K emplr
2022$730K · 144 accts · $44K emplr
Administrative expenses, itemized · 2024
Investment management$11,551
Total administrative$11,551
The Great Lakes Health Partners, LLC 401(k) match · 2024
Employer contribution per active participant$537
Median for plans this size$1,313
2024$537 per active participant
2023$396 per active participant
2022$133 per active participant

Great Lakes Health Partners, LLC'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 · 20241
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$11,551

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

Recordkeeper by year2
2025Human Interest
2024Human Interest

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

Administrative cost history4
2025Not separately reported
2024$11,551 · 0.61%
2023$4,820 · 0.45%
2022$954 · 0.13%
Similar plansHealth Care & Social Assistance · Wisconsin
Azura Living LLC WI$2.6M · 0.52%
Dotcom Therapy, Inc. WI$2.3M · 0.81%
Bedrock Healthcare LLC WI$2.0M · 0.05%
Eastcastle Place Inc. WI$2.0M · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844075711 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.