Plan Ledger DOL Form 5500 · updated monthly

Greenfield Rehabilitation Agency, Inc.401(k)

GREENFIELD REHABILITATION AGENCY INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Greenfield Rehabilitation Agency, Inc. reported $132,098 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $383 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 0.66% to 0.70%. 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 846th-largest of 1,936 plans among Wisconsin employers on file, and the 3,631st of 11,911 in health care & social assistance. In 2024, employees put in $9.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,507,433
Participants with balances287
Active participants364
Employer contributions$139,488
Employee contributions$1,259,440
Employer contribution per active participant$383
Average account balance$71,454
Benefits paid to participants$860,784
Plan auditUnmodified (clean) audit opinion
AuditorJT AND ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 287 accts · $139K emplr
2023$17.2M · 279 accts · $149K emplr
2022$15.1M · 275 accts · $156K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,279
Investment management$3,819
Total administrative$132,098
The Greenfield Rehabilitation Agency, Inc. 401(k) match · 2024
Employer contribution per active participant$383
Median for plans this size$2,416
2024$383 per active participant
2023$399 per active participant
2022$392 per active participant

Greenfield Rehabilitation Agency, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$128,279
MORGAN STANLEY SMITH BARNEY LLC · Insurance broker · Insurance servicesindirect 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$132,098 · 0.70%
2023$110,807 · 0.68%
2022$100,077 · 0.66%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 391385825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.