Plan Ledger DOL Form 5500 · updated monthly

La Causa Inc.403(b)

LA CAUSA INC. RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

La Causa Inc. reported $911 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $213 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 fell from 0.03% to 0.02%. 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 (1,649th of 1,936), and 8,101st of 11,911 in health care & social assistance. In 2024, employees put in $5.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,674,725
Participants with balances153
Active participants177
Employer contributions$37,720
Employee contributions$224,683
Employer contribution per active participant$213
Average account balance$30,554
Benefits paid to participants$231,974
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 153 accts · $38K emplr
2023$4.2M · 156 accts · $28K emplr
2022$3.5M · 149 accts · $27K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$911
Total administrative$911
Employer contributions to the La Causa Inc. plan · 2024
Employer contribution per active participant$213
Median for plans this size$1,313
2024$213 per active participant
2023$136 per active participant
2022$137 per active participant

La Causa Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,361
ANEW ADVISORS LLC · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$911 · 0.02%
2023$649 · 0.02%
2022$1,088 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Morrow Memorial Home WI$4.7M · 1.05%
Namakagon Management LLC WI$4.7M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391247667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.