Plan Ledger DOL Form 5500 · updated monthly

Kenosha Community Health Center, Inc.403(b)

KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) PLAN · KENOSHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.68%

Kenosha Community Health Center, Inc. reported $28,943 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. 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 fell from 0.81% to 0.68%. 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 (1,646th of 1,936), and 8,064th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,726,402
Participants with balances127
Active participants148
Employer contributions—
Employee contributions$424,776
Employer contribution per active participant—
Average account balance$37,216
Benefits paid to participants$146,759
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 127 accts
2023$3.7M · 117 accts
2022$3.1M · 126 accts
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
JOHNSON BANK · Trustee · Investment advisory (plan)$28,943

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$28,943 · 0.68%
2023$25,552 · 0.75%
2022$22,459 · 0.81%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Morrow Memorial Home WI$4.7M · 1.05%
La Causa Inc. WI$4.7M · 0.02%
Namakagon Management LLC WI$4.7M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391789874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.