Plan Ledger DOL Form 5500 · updated monthly

Bw Nhhc Holdco Inc., dba Elara Caring401(k)

ELARA CARING NATIONAL 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Bw Nhhc Holdco Inc., dba Elara Caring reported $560,430 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $201 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 0.64% to 0.32%. 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 422nd-largest of 5,688 plans among Texas employers on file, and the 675th of 11,911 in health care & social assistance. In 2024, employees put in $2.66 for every $1.00 the employer contributed; active participation has grown from 9,900 to 31,092 since 2022.

Plan summary
Net assets, end of year$186,128,814
Participants with balances7,508
Active participants31,092
Employer contributions$6,243,395
Employee contributions$16,585,726
Employer contribution per active participant$201
Average account balance$24,791
Benefits paid to participants$18,144,100
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$186.1M · 7,508 accts · $6.2M emplr
2023$158.9M · 5,754 accts · $2.9M emplr
2022$76.9M · 4,897 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$457,743
Investment management$75,870
Total administrative$560,430
The Bw Nhhc Holdco Inc., dba Elara Caring 401(k) match · 2024
Employer contribution per active participant$201
Median for plans this size$3,635
2024$201 per active participant
2023$287 per active participant
2022$312 per active participant

Bw Nhhc Holdco Inc., dba Elara Caring's 2024 employer contribution ran below the $3,635 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$463,518
GRP HUB RETIREMENT WEALTH MGMT · Investment management$37,083
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$24,828
CREATIVE PLANNING LLC · Investment advisory (plan)$23,333
CREATIVE PLANNING RETIREMENT · Investment advisory (participants)$11,667

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$560,430 · 0.32%
2023$438,958 · 0.37%
2022$532,518 · 0.64%
All plans at this employer2
ELARA CARING 401(K) PLAN401(k)
ELARA CARING NATIONAL 401(K) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Texas
Southwest Key Programs, Inc. TX$277.1M · 0.40%
Ortholonestar, PLLC TX$231.0M · 0.09%
Caris Science, Inc. TX$141.1M · 0.22%
Signify Health, LLC TX$131.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475221330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.