Plan Ledger DOL Form 5500 · updated monthly

Upland Hills Health, Inc.403(b)

UPLAND HILLS HEALTH 403(B) RETIREMENT PLAN · DODGEVILLE, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Upland Hills Health, Inc. reported $12,410 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,795 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 3 years on file its reported administrative ratio has held roughly steady near 0.017%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 288th-largest of 1,936 plans among Wisconsin employers on file, and the 1,317th of 11,911 in health care & social assistance. In 2024, employees put in $2.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,767,230
Participants with balances651
Active participants657
Employer contributions$1,179,483
Employee contributions$3,019,700
Employer contribution per active participant$1,795
Average account balance$119,458
Benefits paid to participants$6,024,671
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$77.8M · 651 accts · $1.2M emplr
2023$67.1M · 630 accts · $1.0M emplr
2022$54.9M · 601 accts · $965K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,410
Total administrative$12,410
Employer contributions to the Upland Hills Health, Inc. plan · 2024
Employer contribution per active participant$1,795
Median for plans this size$3,635
2024$1,795 per active participant
2023$1,629 per active participant
2022$1,592 per active participant

Upland Hills Health, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20241
ALERUS FINANCIAL, N.A. · Recordkeeping · Custodial (securities)$12,410

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$12,410 · 0.02%
2023$14,638 · 0.02%
2022$10,503 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Gi Associates, LLC WI$63.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421017512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.