Plan Ledger DOL Form 5500 · updated monthly

Outreach Community Health Center401(k)

OUTREACH COMMUNITY HEALTH CENTERS, INC. 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Outreach Community Health Center reported $19,633 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $995 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 7 years on file its reported administrative ratio has held roughly steady near 0.432%. 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 (1,630th of 1,936), and 7,954th of 11,911 in health care & social assistance. In 2024, employees put in $4.39 for every $1.00 the employer contributed; active participation has grown from 117 to 157 since 2018.

Plan summary
Net assets, end of year$4,923,057
Participants with balances189
Active participants157
Employer contributions$156,247
Employee contributions$686,163
Employer contribution per active participant$995
Average account balance$26,048
Benefits paid to participants$596,834
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history5
Yearassets · accounts · employer contribution
2024$4.9M · 189 accts · $156K emplr
2023$4.2M · 191 accts · $142K emplr
2022$3.1M · 236 accts · $156K emplr
2019$1.8M · 159 accts · $85K emplr
2018$1.5M · 127 accts · $112K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,633
Total administrative$19,633
The Outreach Community Health Center 401(k) match · 2024
Employer contribution per active participant$995
Median for plans this size$1,313
2024$995 per active participant
2023$946 per active participant
2022$1,090 per active participant
2019$655 per active participant
2018$961 per active participant

Outreach Community Health Center'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
ADP, INC. · Loan processing · Recordkeeping$19,633

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history5
2024$19,633 · 0.43%
2023$30,922 · 0.85%
2022$4,393 · 0.14%
2019$2,160 · 0.13%
2018$6,281 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Rise Wisconsin, Inc. WI$5.0M · 0.02%
Family Forum, Inc. WI$4.9M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391353282 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.