Plan Ledger DOL Form 5500 · updated monthly

Progressive Community Health Centers401(k)

PROGRESSIVE COMMUNITY HEALTH CENTERS 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Progressive Community Health Centers reported $53,382 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,155 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 0.91% to 0.85%. 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 (1,505th of 1,936), and 7,057th of 11,911 in health care & social assistance. In 2024, employees put in $2.35 for every $1.00 the employer contributed; active participation has grown from 110 to 123 since 2022.

Plan summary
Net assets, end of year$6,605,309
Participants with balances155
Active participants123
Employer contributions$265,113
Employee contributions$624,324
Employer contribution per active participant$2,155
Average account balance$42,615
Benefits paid to participants$996,717
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 155 accts · $265K emplr
2023$6.0M · 147 accts · $297K emplr
2022$4.4M · 131 accts · $280K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,717
Investment management$44,665
Total administrative$53,382
The Progressive Community Health Centers 401(k) match · 2024
Employer contribution per active participant$2,155
Median for plans this size$1,313
2024$2,155 per active participant
2023$2,584 per active participant
2022$2,547 per active participant

Progressive Community Health Centers's 2024 employer contribution ran above 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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$53,381

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$53,382 · 0.85%
2023$47,663 · 0.92%
2022$39,753 · 0.91%
Similar plansHealth Care & Social Assistance · Wisconsin
Elderspan Management, LLC WI$7.7M · 0.79%
Avanti Health Systems WI$7.2M · 0.63%
Wcsc Holdings, LLC. WI$6.7M · 0.67%
Lad Lake, Inc. WI$6.6M · 0.66%
Wlcfs WI$6.0M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391958810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.