Plan Ledger DOL Form 5500 · updated monthly

Beacon Healthcare Consulting LLC401(k)

BEACON HEALTHCARE 401(K) PLAN · MOBERLY, MO · plan year 2024

Reported admin expense ratio · 2024
5.37%

Beacon Healthcare Consulting LLC reported $16,736 in plan administrative expenses for 2024: 5.37% of average plan assets, higher than ~90% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,365th of 1,393), and 11,444th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$414,986
Participants with balances165
Active participants440
Employer contributions—
Employee contributions$199,303
Employer contribution per active participant—
Average account balance$2,515
Benefits paid to participants$51,808
Plan auditUnmodified (clean) audit opinion
AuditorBLATT & DAUMAN LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,716
Investment management$1,020
Total administrative$16,736
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.

Administrative cost history1
2024$16,736 · 5.37%
Similar plansHealth Care & Social Assistance · Missouri
Haven Home Health MO$668K · 2.28%
Accolade Healthcare, LLC MO$556K · 1.72%
Tj Swift House, Inc. MO$363K · 0.61%
Dolan Memory Care MO$115K · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 881261612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.