Plan Ledger DOL Form 5500 · updated monthly

Regional Enterprises, Inc.403(b)

REGIONAL ENTERPRISES, INC. 403(B) PLAN · ASHLAND, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Regional Enterprises, Inc. reported $169,153 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,338 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 0.132%. 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 181st-largest of 1,936 plans among Wisconsin employers on file, and the 840th of 11,911 in health care & social assistance. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 1,027 to 1,225 since 2022.

Plan summary
Net assets, end of year$137,652,682
Participants with balances1,509
Active participants1,225
Employer contributions$4,089,589
Employee contributions$7,749,295
Employer contribution per active participant$3,338
Average account balance$91,221
Benefits paid to participants$9,586,296
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$137.7M · 1,509 accts · $4.1M emplr
2023$118.7M · 1,446 accts · $3.7M emplr
2022$97.8M · 1,309 accts · $3.3M emplr
Employer contributions to the Regional Enterprises, Inc. plan · 2024
Employer contribution per active participant$3,338
Median for plans this size$3,635
2024$3,338 per active participant
2023$3,216 per active participant
2022$3,196 per active participant

Regional Enterprises, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$122,018
VANGUARD ADVISERS INC. · Investment advisory (participants)$45,676

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$169,153 · 0.13%
2023$152,534 · 0.14%
2022$138,118 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
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%
Forefront Dermatology, S.C. WI$131.2M · 0.29%
Fort Healthcare, Inc. WI$129.3M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391555837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.