Plan Ledger DOL Form 5500 · updated monthly

Sisters of Saint Francis of Dubuque401(k)

SISTERS OF ST. FRANCIS EMPLOYEES' RETIREMENT PLAN RETIREMENT PLAN · DUBUQUE, IA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Sisters of Saint Francis of Dubuque reported $14,058 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,641 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 0.28% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Iowa (603rd of 878), and 1,775th of 3,341 in other services. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,822,669
Participants with balances212
Active participants192
Employer contributions$314,998
Employee contributions$524,186
Employer contribution per active participant$1,641
Average account balance$41,616
Benefits paid to participants$574,420
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 212 accts · $315K emplr
2023$7.5M · 210 accts · $310K emplr
2022$6.1M · 202 accts · $289K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,058
Total administrative$14,058
The Sisters of Saint Francis of Dubuque 401(k) match · 2024
Employer contribution per active participant$1,641
Median for plans this size$1,313
2024$1,641 per active participant
2023$1,677 per active participant
2022$1,580 per active participant

Sisters of Saint Francis of Dubuque'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 · 20242
JULY BUSINESS SERVICES LLC · Contract administrator · Recordkeeping$14,058
ASSUREDPARTNERS FINANCIAL ADVISORS · Investment advisory (participants)indirect 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
2024July Business Services
2023July Business Services

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

Administrative cost history3
2024$14,058 · 0.17%
2023$11,528 · 0.17%
2022$17,244 · 0.28%
Same employer
Similar plansOther Services · Iowa
Clickstop, Inc. IA$15.4M · 0.50%
A to Z Drying, Inc. IA$12.4M · 0.33%
Nfo, Inc. IA$9.8M · 0.38%
C.R.I.C. LTD. IA$7.4M · 0.78%
City Laundering Co. IA$5.6M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420757421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.