Plan Ledger DOL Form 5500 · updated monthly

Prohealth Care, Inc.401(k)

PROHEALTH RETIREMENT SAVINGS PLAN · WAUKESHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Prohealth Care, Inc. reported $526,452 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $2,473 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 has held roughly steady near 0.084%. 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 58th-largest of 1,936 plans among Wisconsin employers on file, and the 277th of 11,911 in health care & social assistance. In 2024, employees put in $2.58 for every $1.00 the employer contributed; active participation has shrunk from 5,093 to 4,518 since 2022.

Plan summary
Net assets, end of year$635,179,583
Participants with balances5,693
Active participants4,518
Employer contributions$11,173,930
Employee contributions$28,791,273
Employer contribution per active participant$2,473
Average account balance$111,572
Benefits paid to participants$101,498,242
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$635.2M · 5,693 accts · $11.2M emplr
2023$612.7M · 6,232 accts · $11.9M emplr
2022$533.0M · 6,113 accts · $11.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$435,624
Investment management$76,136
Audit (IQPA)$13,900
Total administrative$526,452
The Prohealth Care, Inc. 401(k) match · 2024
Employer contribution per active participant$2,473
Median for plans this size$4,294
2024$2,473 per active participant
2023$2,292 per active participant
2022$2,241 per active participant

Prohealth Care, Inc.'s 2024 employer contribution ran below 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$435,624
LOCKBOX SAGEVIEW ADVISORY GROUP LLC · Consulting$74,774
PLANTE & MORAN PLLC · Accounting / audit$13,900
CHARLES SCHWAB & CO. INC. · Securities brokerage$649
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$526,452 · 0.08%
2023$504,337 · 0.09%
2022$487,379 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Aspirus, Inc. WI$893.4M · 0.13%
Bellin Health Systems, Inc. WI$861.9M · 0.06%
Thedacare Inc. WI$837.6M · 0.11%
Exact Sciences Corporation WI$748.8M · 0.03%
Prevea Clinic, Inc. WI$491.7M · 0.07%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391486873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.