Plan Ledger DOL Form 5500 · updated monthly

Hand to Shoulder Center of Wisconsin, LTD.401(k)

HAND TO SHOULDER CENTER OF WISCONSIN 401(K) PROFIT SHARING PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Hand to Shoulder Center of Wisconsin, LTD. reported $91,390 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $9,037 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.

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 714th-largest of 1,936 plans among Wisconsin employers on file, and the 3,095th of 11,911 in health care & social assistance. In 2024, the employer put in $1.29 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$25,871,115
Participants with balances119
Active participants101
Employer contributions$912,687
Employee contributions$709,343
Employer contribution per active participant$9,037
Average account balance$217,404
Benefits paid to participants$4,168,650
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,805
Investment management$50,585
Total administrative$91,390
The Hand to Shoulder Center of Wisconsin, LTD. 401(k) match · 2024
Employer contribution per active participant$9,037
Median for plans this size$2,416

Hand to Shoulder Center of Wisconsin, LTD.'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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$224
KERBER ROSE WEALTH MANAGEMENT · Investment advisory (participants)$50,585

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

Administrative cost history1
2024$91,390 · 0.36%
Similar plansHealth Care & Social Assistance · Wisconsin
Wellpoint Care Network WI$26.9M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391627418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.