Plan Ledger DOL Form 5500 · updated monthly

Wisconsin Diagnostic Laboratories401(k)

WISCONSIN DIAGNOSTIC LABORATORIES RETIREMENT SAVINGS PLAN AND TRUST · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Wisconsin Diagnostic Laboratories reported $49,160 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,376 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 0.11% to 0.09%. 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 364th-largest of 1,936 plans among Wisconsin employers on file, and the 1,622nd of 11,911 in health care & social assistance. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$59,822,484
Participants with balances691
Active participants442
Employer contributions$1,492,104
Employee contributions$2,612,746
Employer contribution per active participant$3,376
Average account balance$86,574
Benefits paid to participants$4,046,968
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.8M · 691 accts · $1.5M emplr
2023$52.9M · 738 accts · $1.3M emplr
2022$44.7M · 738 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,099
Investment management$4,261
Audit (IQPA)$16,800
Total administrative$49,160
The Wisconsin Diagnostic Laboratories 401(k) match · 2024
Employer contribution per active participant$3,376
Median for plans this size$3,635
2024$3,376 per active participant
2023$2,906 per active participant
2022$2,810 per active participant

Wisconsin Diagnostic Laboratories's 2024 employer contribution ran below the $3,635 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
LINCOLN NATIONAL CORPORATION · Contract administrator$49,160
CLIFTON LARSON ALLEN · Accounting / audit$16,800

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$49,160 · 0.09%
2023$74,012 · 0.15%
2022$52,925 · 0.11%
Similar plansHealth Care & Social Assistance · Wisconsin
Community Care, Inc. WI$60.8M · 0.05%
Inclusa, Inc. WI$60.4M · 0.11%
Agrace Health WI$54.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391896819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.