Plan Ledger DOL Form 5500 · updated monthly

Scenic Bluffs Health Center, Inc.401(k)

SCENIC BLUFFS COMMUNITY HEALTH CENTERS 401(K) PLAN · CASHTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.94%

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

Scenic Bluffs Health Center, Inc. reported $51,506 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,123 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 0.94%. 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 (1,542nd of 1,936), and 7,377th of 11,911 in health care & social assistance. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 89 to 107 since 2022.

Plan summary
Net assets, end of year$5,953,439
Participants with balances126
Active participants107
Employer contributions$227,172
Employee contributions$437,502
Employer contribution per active participant$2,123
Average account balance$47,250
Benefits paid to participants$406,590
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 126 accts · $227K emplr
2023$5.1M · 114 accts · $225K emplr
2022$3.9M · 103 accts · $177K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,429
Investment management$2,077
Total administrative$51,506
The Scenic Bluffs Health Center, Inc. 401(k) match · 2024
Employer contribution per active participant$2,123
Median for plans this size$1,313
2024$2,123 per active participant
2023$2,048 per active participant
2022$1,989 per active participant

Scenic Bluffs Health Center, Inc.'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.

Administrative cost history3
2024$51,506 · 0.94%
2023$40,441 · 0.91%
2022$39,690 · 0.98%
Similar plansHealth Care & Social Assistance · Wisconsin
Lad Lake, Inc. WI$6.6M · 0.66%
Wlcfs WI$6.0M · 0.48%
Miravida Living, Inc. WI$5.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391760445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.