Plan Ledger DOL Form 5500 · updated monthly

Vista Care Wisconsin, Inc.401(k)

VISTA CARE EMPLOYEES 401(K) PLAN · SHEBOYGAN, WI · plan year 2024

Reported admin expense ratio · 2024
1.15%

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

Vista Care Wisconsin, Inc. reported $43,035 in plan administrative expenses for 2024: 1.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $299 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 1.03% to 1.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,671st of 1,936), and 8,326th of 11,911 in health care & social assistance. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,314,336
Participants with balances185
Active participants792
Employer contributions$236,649
Employee contributions$510,166
Employer contribution per active participant$299
Average account balance$23,321
Benefits paid to participants$410,926
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$4.3M · 185 accts · $237K emplr
2022$2.1M · 98 accts · $131K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,593
Investment management$14,442
Total administrative$43,035
The Vista Care Wisconsin, Inc. 401(k) match · 2024
Employer contribution per active participant$299
Median for plans this size$1,313
2024$299 per active participant
2022$305 per active participant

Vista Care Wisconsin, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20244
PARK CAPITAL MANAGMENT LLC · Investment advisory (plan)$14,442
EMPOWER ADVISORY GROUP, LLC · Investment management$4,475
DEFINITI LLC · Contract administrator$3,950

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

Administrative cost history2
2024$43,035 · 1.15%
2022$23,049 · 1.03%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Morrow Memorial Home WI$4.7M · 1.05%
La Causa Inc. WI$4.7M · 0.02%
Namakagon Management LLC WI$4.7M · 0.57%
Congregational Home, Inc. WI$4.2M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391833091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.