Plan Ledger DOL Form 5500 · updated monthly

North Shore Healthcare, LLC401(k)

NORTH SHORE HEALTHCARE, LLC RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

North Shore Healthcare, LLC reported $22,412 in plan administrative expenses for 2024: 0.13% of average plan assets, below 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 0.18% to 0.13%. 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 901st-largest of 1,936 plans among Wisconsin employers on file, and the 3,858th of 11,911 in health care & social assistance. active participation has grown from 2,809 to 3,364 since 2022.

Plan summary
Net assets, end of year$18,780,202
Participants with balances705
Active participants3,364
Employer contributions—
Employee contributions$2,292,308
Employer contribution per active participant—
Average account balance$26,639
Benefits paid to participants$2,258,255
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 705 accts
2023$16.2M · 567 accts · $548 emplr
2022$14.5M · 559 accts · $878 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,412
Total administrative$22,412
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 · 20244
MORNINGSTAR · Investment advisory (plan)$1,737
HECK CAPITAL ADVISORS, LLCindirect comp
LOREN D. STARK COMPANY · Other servicesindirect comp
VOYA RETIREMENT INS & ANNUITY CO. · Investment advisory (participants)indirect comp

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$22,412 · 0.13%
2023$23,329 · 0.15%
2022$28,413 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
United Community Center WI$19.6M · 0.35%
Wisconsin Vision, Inc. WI$19.2M · 0.51%
Cumberland Healthcare WI$18.7M · 0.37%
Spooner Health System, Inc. WI$18.0M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475124382 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.