Plan Ledger DOL Form 5500 · updated monthly

Exceptional Healthcare, Inc.401(k)

EXCEPTIONAL HEALTH CARE 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
1.03%

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

Exceptional Healthcare, Inc. reported $23,849 in plan administrative expenses for 2024: 1.03% of average plan assets, higher than ~75% of peers. Employer contributions averaged $552 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 0.70% to 1.03%. 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 Texas (4,696th of 5,688), and 9,533rd of 11,911 in health care & social assistance. In 2024, employees put in $4.26 for every $1.00 the employer contributed; active participation has shrunk from 388 to 171 since 2022.

Plan summary
Net assets, end of year$2,640,122
Participants with balances186
Active participants171
Employer contributions$94,346
Employee contributions$402,305
Employer contribution per active participant$552
Average account balance$14,194
Benefits paid to participants$197,427
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 186 accts · $94K emplr
2023$2.0M · 144 accts · $206K emplr
2022$1.9M · 158 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,849
Total administrative$23,849
The Exceptional Healthcare, Inc. 401(k) match · 2024
Employer contribution per active participant$552
Median for plans this size$1,313
2024$552 per active participant
2023$1,059 per active participant
2022$582 per active participant

Exceptional Healthcare, Inc.'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 · 20242
NOVA 401(K) ASSOCIATES · Contract administrator$11,864
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$10,951

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$23,849 · 1.03%
2023$24,916 · 1.28%
2022$12,749 · 0.70%
Similar plansHealth Care & Social Assistance · Texas
Three Oaks Hospice, Inc. TX$2.6M · 0.21%
Teach Me Personnel, LLC TX$2.6M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811433461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.