Plan Ledger DOL Form 5500 · updated monthly

Beyond Health Management Solutions, LLC401(k)

BEYOND HEALTH MANAGEMENT SOLUTIONS 401(K) PLAN · DENTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.22%

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

Beyond Health Management Solutions, LLC reported $2,414 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $324 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 0.21% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,181st of 5,688), and 10,673rd of 11,911 in health care & social assistance. In 2023, employees put in $3.59 for every $1.00 the employer contributed; active participation has shrunk from 243 to 218 since 2022.

Plan summary
Net assets, end of year$1,263,172
Participants with balances104
Active participants218
Employer contributions$70,606
Employee contributions$253,308
Employer contribution per active participant$324
Average account balance$12,146
Benefits paid to participants$104,715
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE & COMPANY, L.L.P.
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 53 accts · $48K emplr
2023$1.3M · 104 accts · $71K emplr
2022$895K · 85 accts · $70K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,414
Total administrative$2,414
The Beyond Health Management Solutions, LLC 401(k) match · 2023
Employer contribution per active participant$324
Median for plans this size$1,308
2024$1,918 per active participant
2023$324 per active participant
2022$287 per active participant

Beyond Health Management Solutions, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$6,719 · 0.55%
2023$2,414 · 0.22%
2022$1,988 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Peoplecare TX$1.3M · 0.21%
Vantage Hospice, LLC TX$1.2M · 2.67%
Tyler Er Operations, LLC TX$1.1M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830800233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.