Plan Ledger DOL Form 5500 · updated monthly

Rise Wisconsin, Inc.DC plan

403(B) THRIFT PLAN OF RISE WISCONSIN,INC. · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Rise Wisconsin, Inc. reported $1,006 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,751 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 0.01% to 0.02%. 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 (1,624th of 1,936), and 7,914th of 11,911 in health care & social assistance. In 2024, the employer put in $1.20 for every $1.00 employees contributed themselves; active participation has shrunk from 114 to 76 since 2022.

Plan summary
Net assets, end of year$4,987,601
Participants with balances132
Active participants76
Employer contributions$209,082
Employee contributions$174,617
Employer contribution per active participant$2,751
Average account balance$37,785
Benefits paid to participants$864,279
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 132 accts · $209K emplr
2023$4.8M · 136 accts · $203K emplr
2022$3.9M · 192 accts · $182K emplr
Employer contributions to the Rise Wisconsin, Inc. plan · 2024
Employer contribution per active participant$2,751
Median for plans this size$1,313
2024$2,751 per active participant
2023$1,747 per active participant
2022$1,593 per active participant

Rise Wisconsin, Inc.'s 2024 employer contribution ran above the $1,313 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,455

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,006 · 0.02%
2023$602 · 0.01%
2022$485 · 0.01%
Similar plansHealth Care & Social Assistance · Wisconsin
Family Forum, Inc. WI$4.9M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912064768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.