Plan Ledger DOL Form 5500 · updated monthly

La Casa de Esperanza, Inc.401(k)

LA CASA DE ESPERANZA, INC. 401(K) PLAN · WAUKESHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

La Casa de Esperanza, Inc. reported $23,556 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,948 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 0.05% to 0.29%. 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 (1,361st of 1,936), and 6,134th of 11,911 in health care & social assistance. In 2024, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,780,944
Participants with balances206
Active participants133
Employer contributions$392,110
Employee contributions$398,735
Employer contribution per active participant$2,948
Average account balance$42,626
Benefits paid to participants$244,781
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 206 accts · $392K emplr
2023$7.4M · 213 accts · $408K emplr
2022$6.0M · 316 accts · $342K emplr
Administrative expenses, itemized · 2024
Investment management$23,556
Total administrative$23,556
The La Casa de Esperanza, Inc. 401(k) match · 2024
Employer contribution per active participant$2,948
Median for plans this size$1,313
2024$2,948 per active participant
2023$3,236 per active participant
2022$2,694 per active participant

La Casa de Esperanza, Inc.'s 2024 employer contribution ran above the $1,313 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
WAUKESHA STATE BANK · Investment advisory (plan)$23,556

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$23,556 · 0.29%
2023$4,295 · 0.06%
2022$2,970 · 0.05%
Similar plansHealth Care & Social Assistance · Wisconsin
Saelens Corporation WI$8.9M · 0.67%
Cap Services, Inc. WI$8.7M · 0.69%
Mj Care, Inc. WI$8.7M · 0.06%
Advocap, Inc. WI$8.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391144446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.