Plan Ledger DOL Form 5500 · updated monthly

Thedacare Inc.403(b)

THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN · NEENAH, WI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Thedacare Inc. reported $856,736 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $2,094 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 0.10% to 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 45th-largest of 1,936 plans among Wisconsin employers on file, and the 220th of 11,911 in health care & social assistance. In 2024, employees put in $3.10 for every $1.00 the employer contributed; active participation has grown from 6,021 to 6,774 since 2022.

Plan summary
Net assets, end of year$837,627,767
Participants with balances8,552
Active participants6,774
Employer contributions$14,183,212
Employee contributions$43,927,199
Employer contribution per active participant$2,094
Average account balance$97,945
Benefits paid to participants$65,709,491
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$837.6M · 8,552 accts · $14.2M emplr
2023$741.2M · 8,369 accts · $12.7M emplr
2022$636.7M · 8,309 accts · $11.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$740,334
Investment management$116,402
Total administrative$856,736
Employer contributions to the Thedacare Inc. plan · 2024
Employer contribution per active participant$2,094
Median for plans this size$4,294
2024$2,094 per active participant
2023$2,059 per active participant
2022$1,972 per active participant

Thedacare Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$740,334
MMA SECURITIES, LLC · Consulting · Insurance services$98,459
PROFESSIONAL FINANCIAL MANAGEMENT · Securities brokerage$10,228
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,196
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$856,736 · 0.11%
2023$731,090 · 0.11%
2022$713,893 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Children's Wisconsin WI$1.0B · 0.07%
Aspirus, Inc. WI$893.4M · 0.13%
Bellin Health Systems, Inc. WI$861.9M · 0.06%
Exact Sciences Corporation WI$748.8M · 0.03%
Prohealth Care, Inc. WI$635.2M · 0.08%
Prevea Clinic, Inc. WI$491.7M · 0.07%
Meriter Health Systems, Inc. WI$334.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391509362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.