Plan Ledger DOL Form 5500 · updated monthly

Northwest Counseling and Guidance Clinic, Inc.401(k)

NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN · SIREN, WI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Northwest Counseling and Guidance Clinic, Inc. reported $4,627 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $664 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 0.03% to 0.11%. 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 (1,633rd of 1,936), and 7,967th of 11,911 in health care & social assistance. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,900,468
Participants with balances279
Active participants290
Employer contributions$192,424
Employee contributions$405,016
Employer contribution per active participant$664
Average account balance$17,564
Benefits paid to participants$469,503
Plan auditUnmodified (clean) audit opinion
AuditorFOLEY KALSEIM & COMPANY, LTD
Plan history2
Yearassets · accounts · employer contribution
2024$4.9M · 279 accts · $192K emplr
2022$2.9M · 74 accts · $76K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,627
Total administrative$4,627
The Northwest Counseling and Guidance Clinic, Inc. 401(k) match · 2024
Employer contribution per active participant$664
Median for plans this size$1,313
2024$664 per active participant
2022$318 per active participant

Northwest Counseling and Guidance Clinic, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,350

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

Administrative cost history2
2024$4,627 · 0.11%
2022$1,021 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Rise Wisconsin, Inc. WI$5.0M · 0.02%
Family Forum, Inc. WI$4.9M · 0.18%
Morrow Memorial Home WI$4.7M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391793993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.