Plan Ledger DOL Form 5500 · updated monthly

Neuroscience Group of Northeast Wisconsin, S.C.401(k)

NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN,S.C. PROFIT SHARING PLAN AND TRUST · NEENAH, WI · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Neuroscience Group of Northeast Wisconsin, S.C. reported $115,883 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $6,139 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 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 589th-largest of 1,936 plans among Wisconsin employers on file, and the 2,598th of 11,911 in health care & social assistance. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 150 to 174 since 2022.

Plan summary
Net assets, end of year$32,571,285
Participants with balances213
Active participants174
Employer contributions$1,068,200
Employee contributions$1,136,882
Employer contribution per active participant$6,139
Average account balance$152,917
Benefits paid to participants$1,125,737
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.6M · 213 accts · $1.1M emplr
2023$28.0M · 203 accts · $1.0M emplr
2022$22.5M · 191 accts · $746K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,887
Investment management$94,996
Total administrative$115,883
The Neuroscience Group of Northeast Wisconsin, S.C. 401(k) match · 2024
Employer contribution per active participant$6,139
Median for plans this size$2,416
2024$6,139 per active participant
2023$5,977 per active participant
2022$4,973 per active participant

Neuroscience Group of Northeast Wisconsin, S.C.'s 2024 employer contribution ran above the $2,416 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 · 20246
PENSION INC. · Contract administrator · Recordkeeping$20,887
MORGAN STANLEY WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$36,138
AVAII WEALTH MANAGEMENT · Investment advisory (participants) · Investment management$25,068
NORTH STAR ASSET MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$10,542
CLIFTON LARSEN ALLEN · Investment advisory (participants) · Investment advisory (plan)$10,467
JOHNSON FINANCIAL GROUP · Investment advisory (participants) · Investment advisory (plan)$6,746

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

Recordkeeper by year2
2024PENSION INC.
2023PENSION INC.

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Administrative cost history3
2024$115,883 · 0.38%
2023$107,647 · 0.43%
2022$96,514 · 0.40%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Vivent Health WI$34.8M · 0.11%
Rennes Group, Inc. WI$31.3M · 0.32%
Krohn Clinic, LTD. WI$30.9M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391731465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.