Plan Ledger DOL Form 5500 · updated monthly

Totalmed Staffing, Inc.401(k)

TOTALMED STAFFING, INC. 401(K) PROFIT SHARING PLAN AND TRUST · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Totalmed Staffing, Inc. reported $206,879 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $642 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 6 years on file its reported administrative ratio fell from 0.70% to 0.58%. 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 the 522nd-largest of 1,936 plans among Wisconsin employers on file, and the 2,360th of 11,911 in health care & social assistance. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 1,976 to 3,117 since 2018.

Plan summary
Net assets, end of year$37,337,523
Participants with balances1,317
Active participants3,117
Employer contributions$2,001,815
Employee contributions$4,962,344
Employer contribution per active participant$642
Average account balance$28,350
Benefits paid to participants$6,502,503
Plan auditUnmodified (clean) audit opinion
AuditorKEMPER CPA GROUP, LLP
Plan history5
Yearassets · accounts · employer contribution
2024$37.3M · 1,317 accts · $2.0M emplr
2023$34.0M · 1,345 accts · $2.6M emplr
2022$23.3M · 1,224 accts · $2.2M emplr
2019$9.2M · 723 accts · $662K emplr
2018$6.0M · 688 accts · $596K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,616
Investment management$84,263
Total administrative$206,879
The Totalmed Staffing, Inc. 401(k) match · 2024
Employer contribution per active participant$642
Median for plans this size$2,416
2024$642 per active participant
2023$1,080 per active participant
2022$769 per active participant
2019$703 per active participant
2018$302 per active participant

Totalmed Staffing, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$122,616
CREATIVE PLANNING LLC · Investment advisory (plan)$84,263

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

Administrative cost history5
2024$206,879 · 0.58%
2023$161,576 · 0.56%
2022$129,349 · 0.57%
2019$75,350 · 0.99%
2018$36,934 · 0.70%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Richland Hospital, Inc. WI$39.3M · 0.34%
Tomah Memorial Hospital WI$35.5M · 0.36%
Vivent Health WI$34.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383719307 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.