Plan Ledger DOL Form 5500 · updated monthly

American Healthcare Management Services, LLC dba Accura Healthcare401(k)

ACCURA HEALTHCARE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN AND TRUST · CLIVE, IA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

American Healthcare Management Services, LLC dba Accura Healthcare reported $13,791 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.17% to 0.21%. 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 Iowa (646th of 878), and 6,824th of 11,911 in health care & social assistance. active participation has grown from 928 to 1,483 since 2022.

Plan summary
Net assets, end of year$7,089,055
Participants with balances403
Active participants1,483
Employer contributions$0
Employee contributions$929,424
Employer contribution per active participant$0
Average account balance$17,591
Benefits paid to participants$866,530
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 403 accts
2023$6.1M · 366 accts
2022$5.0M · 316 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,791
Total administrative$13,791
The American Healthcare Management Services, LLC dba Accura Healthcare 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

American Healthcare Management Services, LLC dba Accura Healthcare'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 · 20241
ADP, INC. · Loan processing · Recordkeeping$4,698

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$13,791 · 0.21%
2023$36,232 · 0.66%
2022$8,922 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Iowa
Blue Stone Therapy, Inc. IA$7.7M · 0.73%
Mid Step Services Inc IA$6.3M · 0.57%
Ellipsis, Inc. IA$6.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460506426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.