Plan Ledger DOL Form 5500 · updated monthly

Prevea Clinic, Inc.401(k)

PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Prevea Clinic, Inc. reported $336,698 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $6,562 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 0.06% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 68th-largest of 1,936 plans among Wisconsin employers on file, and the 331st of 11,911 in health care & social assistance. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has shrunk from 2,382 to 2,068 since 2022.

Plan summary
Net assets, end of year$491,684,640
Participants with balances2,757
Active participants2,068
Employer contributions$13,569,210
Employee contributions$14,498,020
Employer contribution per active participant$6,562
Average account balance$178,340
Benefits paid to participants$59,261,919
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$491.7M · 2,757 accts · $13.6M emplr
2023$461.7M · 2,916 accts · $14.8M emplr
2022$386.6M · 2,826 accts · $14.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,485
Investment management$184,789
Audit (IQPA)$47,424
Total administrative$336,698
The Prevea Clinic, Inc. 401(k) match · 2024
Employer contribution per active participant$6,562
Median for plans this size$4,294
2024$6,562 per active participant
2023$6,203 per active participant
2022$5,902 per active participant

Prevea Clinic, Inc.'s 2024 employer contribution ran above the $4,294 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 · 202410
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$104,485
ROBERT W. BAIRD & CO. · Consulting · Investment advisory (plan)$73,966
CWM LLC · Securities brokerage$51,920
GRANT THORNTON · Accounting / audit$47,424
WEALTH ENHANCEMENT GROUP · Consulting$21,046
SCHAPER BENZ & WISE INVESTMENT · Securities brokerage$15,427
NICOLET ADVISORY SERVICES LLC · Securities brokerage$13,880
LARSON FINANCIAL GROUP LLC · Securities brokerage$5,686
CHARLES SCHWAB & CO, INC. · Securities brokerage$2,864
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$336,698 · 0.07%
2023$186,207 · 0.04%
2022$237,230 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Bellin Health Systems, Inc. WI$861.9M · 0.06%
Thedacare Inc. WI$837.6M · 0.11%
Exact Sciences Corporation WI$748.8M · 0.03%
Prohealth Care, Inc. WI$635.2M · 0.08%
Meriter Health Systems, Inc. WI$334.6M · 0.06%
Baycare Clinic, L.L.P. WI$315.7M · 0.12%
Forefront Management, LLC WI$217.2M · 0.43%
Versiti, Inc. WI$166.1M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391839349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.