Plan Ledger DOL Form 5500 · updated monthly

Social Current401(k)

SOCIAL CURRENT RETIREMENT PLAN · STURTEVANT, WI · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Social Current reported $48,471 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $3,640 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 0.50% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,150th of 1,936), and the 4,970th of 11,911 in health care & social assistance. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,746,532
Participants with balances136
Active participants72
Employer contributions$262,079
Employee contributions$436,510
Employer contribution per active participant$3,640
Average account balance$93,725
Benefits paid to participants$2,103,589
Plan auditUnmodified (clean) audit opinion
AuditorGRF CPA'S & ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 136 accts · $262K emplr
2023$12.7M · 151 accts · $275K emplr
2022$10.7M · 129 accts · $270K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,185
Investment management$38,286
Total administrative$48,471
The Social Current 401(k) match · 2024
Employer contribution per active participant$3,640
Median for plans this size$2,416
2024$3,640 per active participant
2023$3,872 per active participant
2022$3,457 per active participant

Social Current's 2024 employer contribution ran above the $2,416 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
T. ROWE PRICE RPS, INC. · Recordkeeping · Loan processing$10,094
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$38,286

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$48,471 · 0.38%
2023$45,056 · 0.39%
2022$45,999 · 0.50%
All plans at this employer2
EMPLOYEE BENEFIT PLAN OF ALLIANCE FOR STRONG FAMILIES AND COMMUNITIES, INC.401(k)
SOCIAL CURRENT RETIREMENT PLAN401(k)
Similar plansHealth Care & Social Assistance · Wisconsin
Prn Health Services, Inc. WI$14.7M · 1.42%
Covenant Healthcare,Llc WI$12.9M · 0.54%
Curative Care Network, Inc. WI$12.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391709925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.