Plan Ledger DOL Form 5500 · updated monthly

Wcsc Holdings, LLC.401(k)

WE CARE SENIOR CARE, INC. RETIREMENT PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Wcsc Holdings, LLC. reported $41,407 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $225 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 0.671%. 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 (1,499th of 1,936), and 7,009th of 11,911 in health care & social assistance. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,705,651
Participants with balances193
Active participants1,135
Employer contributions$255,514
Employee contributions$556,969
Employer contribution per active participant$225
Average account balance$34,744
Benefits paid to participants$416,274
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 193 accts · $256K emplr
2023$5.6M · 184 accts · $240K emplr
2022$4.9M · 170 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,798
Investment management$16,609
Total administrative$41,407
The Wcsc Holdings, LLC. 401(k) match · 2024
Employer contribution per active participant$225
Median for plans this size$1,313
2024$225 per active participant
2023$227 per active participant
2022$170 per active participant

Wcsc Holdings, LLC.'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$24,798
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$16,609
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history3
2024$41,407 · 0.67%
2023$39,452 · 0.75%
2022$33,367 · 0.67%
Similar plansHealth Care & Social Assistance · Wisconsin
Family Health/La Clinica WI$7.7M · 0.78%
Elderspan Management, LLC WI$7.7M · 0.79%
Avanti Health Systems WI$7.2M · 0.63%
Lad Lake, Inc. WI$6.6M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874484847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.