Plan Ledger DOL Form 5500 · updated monthly

Aids Arms, Inc.403(b)

PRISM HEALTH NORTH TEXAS RETIREMENT SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Aids Arms, Inc. reported $44,232 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $1,551 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 0.39% to 0.61%. 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 Texas (3,356th of 5,688), and 6,365th of 11,911 in health care & social assistance. In 2024, employees put in $3.39 for every $1.00 the employer contributed; active participation has shrunk from 246 to 206 since 2022.

Plan summary
Net assets, end of year$8,199,912
Participants with balances240
Active participants206
Employer contributions$319,560
Employee contributions$1,084,400
Employer contribution per active participant$1,551
Average account balance$34,166
Benefits paid to participants$743,109
Plan auditUnmodified (clean) audit opinion
AuditorD & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 240 accts · $320K emplr
2023$6.3M · 248 accts · $396K emplr
2022$4.6M · 274 accts · $406K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,156
Investment management$34,076
Total administrative$44,232
Employer contributions to the Aids Arms, Inc. plan · 2024
Employer contribution per active participant$1,551
Median for plans this size$1,313
2024$1,551 per active participant
2023$1,953 per active participant
2022$1,650 per active participant

Aids Arms, Inc.'s 2024 employer contribution ran above the $1,313 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
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$10,156
MERRILL LYNCH · Investment advisory (participants) · Investment advisory (plan)$34,076

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history3
2024$44,232 · 0.61%
2023$28,544 · 0.52%
2022$15,712 · 0.39%
All plans at this employer2
PRISM HEALTH NORTH TEXAS 401(A) PLANProfit-sharing plan
PRISM HEALTH NORTH TEXAS RETIREMENT SAVINGS PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Texas
Manor Park, Inc. TX$8.4M · 0.74%
Cenikor Foundation TX$8.2M · 0.01%
Star Dental Partners LLC TX$8.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752306145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.