Plan Ledger DOL Form 5500 · updated monthly

Krohn Clinic, LTD.401(k)

KROHN CLINIC, LTD. 401(K) PROFIT SHARING PLAN · BLACK RIVER FALLS, WI · plan year 2023

Reported admin expense ratio · 2023
0.37%

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

Krohn Clinic, LTD. reported $109,414 in plan administrative expenses for 2023: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,565 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 0.33% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 615th-largest of 1,936 plans among Wisconsin employers on file, and the 2,705th of 11,911 in health care & social assistance. In 2023, employees put in $2.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,931,504
Participants with balances128
Active participants89
Employer contributions$228,292
Employee contributions$542,745
Employer contribution per active participant$2,565
Average account balance$241,652
Benefits paid to participants$1,279,272
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$29.6M · 118 accts · $258K emplr
2023$30.9M · 128 accts · $228K emplr
2022$28.0M · 119 accts · $685K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,400
Investment management$96,014
Total administrative$109,414
The Krohn Clinic, LTD. 401(k) match · 2023
Employer contribution per active participant$2,565
Median for plans this size$2,440
2024$2,896 per active participant
2023$2,565 per active participant
2022$8,455 per active participant

Krohn Clinic, LTD.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRUST POINT INC · Recordkeeping · Trustee$96,014
WIPFLI, LLP · Accounting / audit$13,400

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

Recordkeeper by year2
2024TRUST POINT INC
2023TRUST POINT INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$114,247 · 0.38%
2023$109,414 · 0.37%
2022$98,124 · 0.33%
Similar plansHealth Care & Social Assistance · Wisconsin
Rennes Group, Inc. WI$31.3M · 0.32%
Lakeland Care, Inc. WI$29.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391027594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.