Plan Ledger DOL Form 5500 · updated monthly

Hudson Physicians, Sc401(k)

HUDSON PHYSICIANS, S.C. 401(K) PLAN · HUDSON, WI · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Hudson Physicians, Sc reported $79,480 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $6,908 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 0.20%. 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 466th-largest of 1,936 plans among Wisconsin employers on file, and the 2,118th of 11,911 in health care & social assistance. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves; active participation has grown from 192 to 234 since 2022.

Plan summary
Net assets, end of year$42,754,568
Participants with balances290
Active participants234
Employer contributions$1,616,499
Employee contributions$1,523,083
Employer contribution per active participant$6,908
Average account balance$147,430
Benefits paid to participants$3,112,482
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.8M · 290 accts · $1.6M emplr
2023$37.8M · 291 accts · $1.4M emplr
2022$30.7M · 266 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,480
Total administrative$79,480
The Hudson Physicians, Sc 401(k) match · 2024
Employer contribution per active participant$6,908
Median for plans this size$2,416
2024$6,908 per active participant
2023$6,676 per active participant
2022$6,444 per active participant

Hudson Physicians, Sc'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 · 20245
EISNERAMPER$25,048
LEVERTY FINANCIAL GROUP$17,578
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$79,480 · 0.20%
2023$47,398 · 0.14%
2022$41,585 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Oakleaf Clinics, Inc. WI$49.2M · 0.45%
Bone & Joint Clinic, S.C. WI$44.6M · 0.31%
Prairie Ridge Health, Inc. WI$41.6M · 0.19%
Agrace Hospicecare WI$41.6M · 0.08%
My Choice Wisconsin, Inc. WI$41.5M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800943843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.