Plan Ledger DOL Form 5500 · updated monthly

Primary Care Associates of Appleton, LTD.401(k)

PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Primary Care Associates of Appleton, LTD. reported $119,312 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $12,126 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 fell from 0.24% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 361st-largest of 1,936 plans among Wisconsin employers on file, and the 1,607th of 11,911 in health care & social assistance. In 2024, the employer put in $1.24 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$60,254,689
Participants with balances200
Active participants152
Employer contributions$1,843,191
Employee contributions$1,484,469
Employer contribution per active participant$12,126
Average account balance$301,273
Benefits paid to participants$1,065,971
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.3M · 200 accts · $1.8M emplr
2023$51.2M · 213 accts · $1.7M emplr
2022$41.3M · 193 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$119,312
Total administrative$119,312
The Primary Care Associates of Appleton, LTD. 401(k) match · 2024
Employer contribution per active participant$12,126
Median for plans this size$3,635
2024$12,126 per active participant
2023$10,785 per active participant
2022$11,178 per active participant

Primary Care Associates of Appleton, LTD.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
ALERUS FINANCIAL, N.A. · Recordkeeping · Custodial$119,312

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

Recordkeeper by year2
2024Alerus
2023Alerus

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Administrative cost history3
2024$119,312 · 0.21%
2023$102,126 · 0.22%
2022$109,603 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Gi Associates, LLC WI$63.2M · 0.18%
Community Care, Inc. WI$60.8M · 0.05%
Inclusa, Inc. WI$60.4M · 0.11%
Agrace Health WI$54.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391988565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.