Plan Ledger DOL Form 5500 · updated monthly

Options in Community Living, Inc.401(k)

OPTIONS IN COMMUNITY LIVING 401(K) PLAN · MADISON, WI · plan year 2025

Reported admin expense ratio · 2025
1.52%

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

Options in Community Living, Inc. reported $55,934 in plan administrative expenses for 2025: 1.52% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,132 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 fell from 2.16% to 1.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,714th of 1,936), and 8,624th of 11,911 in health care & social assistance. In 2025, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 189 to 251 since 2022.

Plan summary
Net assets, end of year$3,894,078
Participants with balances223
Active participants251
Employer contributions$284,108
Employee contributions$440,463
Employer contribution per active participant$1,132
Average account balance$17,462
Benefits paid to participants$789,662
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$3.9M · 223 accts · $284K emplr
2024$3.5M · 206 accts · $288K emplr
2023$2.6M · 196 accts · $256K emplr
2022$1.8M · 177 accts · $236K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$26,522
Investment management$17,212
Audit (IQPA)$12,200
Total administrative$55,934
The Options in Community Living, Inc. 401(k) match · 2025
Employer contribution per active participant$1,132
Median for plans this size$1,464
2025$1,132 per active participant
2024$1,240 per active participant
2023$1,211 per active participant
2022$1,250 per active participant

Options in Community Living, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
THE VANGUARD GROUP, INC. · Recordkeeping$26,522
401K INVESTMENT PROF. · Investment advisory (plan)$17,212
WEGNER LLP · Accounting / audit$12,200

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

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

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

Administrative cost history4
2025$55,934 · 1.52%
2024$47,441 · 1.55%
2023$40,653 · 1.82%
2022$38,040 · 2.16%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Senior Management, Inc. WI$4.1M · 0.28%
Elizabeth Residence, Inc. WI$4.1M · 0.84%
Aptiv WI$3.5M · 0.73%
Lindengrove, Inc. WI$3.4M · 0.78%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391373054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.