Plan Ledger DOL Form 5500 · updated monthly

United Community Center401(k)

UNITED COMMUNITY CENTER PENSION & 401(K) RETIREMENT PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

United Community Center reported $61,655 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,076 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 0.39% to 0.35%. 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 869th-largest of 1,936 plans among Wisconsin employers on file, and the 3,746th of 11,911 in health care & social assistance. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has grown from 511 to 568 since 2022.

Plan summary
Net assets, end of year$19,592,529
Participants with balances610
Active participants568
Employer contributions$1,178,941
Employee contributions$1,331,169
Employer contribution per active participant$2,076
Average account balance$32,119
Benefits paid to participants$1,087,805
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 610 accts · $1.2M emplr
2023$15.9M · 576 accts · $999K emplr
2022$14.1M · 564 accts · $846K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,655
Total administrative$61,655
The United Community Center 401(k) match · 2024
Employer contribution per active participant$2,076
Median for plans this size$2,416
2024$2,076 per active participant
2023$1,917 per active participant
2022$1,655 per active participant

United Community Center's 2024 employer contribution ran below 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
PPG RETIREMENT PLAN SERVICES · Recordkeeping$39,111
TRANSAMERICA · Recordkeeping · Loan processing$22,516

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

Recordkeeper by year2
2024PPG RETIREMENT PLAN SERVICES, Transamerica
2023PPG RETIREMENT PLAN SERVICES, Transamerica

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

Administrative cost history3
2024$61,655 · 0.35%
2023$61,846 · 0.41%
2022$61,259 · 0.39%
Same employer
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Simko Support Center LLC WI$20.3M · 0.60%
Associated Physicians, LLP WI$20.2M · 0.27%
Wisconsin Vision, Inc. WI$19.2M · 0.51%
North Shore Healthcare, LLC WI$18.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391146191 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.