Plan Ledger DOL Form 5500 · updated monthly

Jewish Home and Care Center, Inc.401(k)

JEWISH HOME AND CARE CENTER, INC. 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Jewish Home and Care Center, Inc. reported $34,581 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $1,000 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 3 years on file its reported administrative ratio has held roughly steady near 0.549%. 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 (1,509th of 1,936), and 7,090th of 11,911 in health care & social assistance. In 2024, employees put in $2.62 for every $1.00 the employer contributed; active participation has grown from 188 to 251 since 2022.

Plan summary
Net assets, end of year$6,512,896
Participants with balances385
Active participants251
Employer contributions$251,065
Employee contributions$658,956
Employer contribution per active participant$1,000
Average account balance$16,917
Benefits paid to participants$1,117,761
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 385 accts · $251K emplr
2023$6.1M · 400 accts · $197K emplr
2022$5.6M · 388 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,215
Investment management$1,366
Total administrative$34,581
The Jewish Home and Care Center, Inc. 401(k) match · 2024
Employer contribution per active participant$1,000
Median for plans this size$1,313
2024$1,000 per active participant
2023$1,008 per active participant
2022$1,170 per active participant

Jewish Home and Care Center, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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
EMPOWER ADVISORY GROUP, LLC · Investment management$1,366

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$34,581 · 0.55%
2023$32,556 · 0.56%
2022$33,914 · 0.55%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Avanti Health Systems WI$7.2M · 0.63%
Wcsc Holdings, LLC. WI$6.7M · 0.67%
Lad Lake, Inc. WI$6.6M · 0.66%
Wlcfs WI$6.0M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390813421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.