Plan Ledger DOL Form 5500 · updated monthly

Douglas County Public Health Services Group, Inc401(k)

DOUGLAS COUNTY PUBLIC HEALTH SERVICES GROUP, INC. 401K RETIREMENT PLAN · AVA, MO · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Douglas County Public Health Services Group, Inc reported $33,284 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $2,215 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 0.64% to 0.78%. 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 Missouri (1,098th of 1,393), and 8,041st of 11,911 in health care & social assistance. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has grown from 99 to 119 since 2022.

Plan summary
Net assets, end of year$4,758,155
Participants with balances174
Active participants119
Employer contributions$263,611
Employee contributions$387,108
Employer contribution per active participant$2,215
Average account balance$27,346
Benefits paid to participants$220,785
Plan auditUnmodified (clean) audit opinion
AuditorTHE WHITLOCK CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 174 accts · $264K emplr
2023$3.8M · 108 accts · $218K emplr
2022$3.1M · $213K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,181
Investment management$13,103
Total administrative$33,284
The Douglas County Public Health Services Group, Inc 401(k) match · 2024
Employer contribution per active participant$2,215
Median for plans this size$1,313
2024$2,215 per active participant
2023$2,092 per active participant
2022$2,149 per active participant

Douglas County Public Health Services Group, 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator · Recordkeeping$33,284

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

Recordkeeper by year2
2024Lincoln Financial
2023Lincoln Financial

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,284 · 0.78%
2023$24,504 · 0.71%
2022$20,543 · 0.64%
Similar plansHealth Care & Social Assistance · Missouri
Phoenix Home Care, Inc. MO$5.0M · 1.35%
Life Unlimited, Inc. MO$4.9M · 1.30%
Ozarks Resource Group MO$4.7M · 0.10%
Ozark Action, Inc. MO$4.5M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431747760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.