Plan Ledger DOL Form 5500 · updated monthly

Faith Regional Health Services403(b)

FAITH REGIONAL HEALTH SERVICES TAX DEFERRED ANNUITY PLAN · NORFOLK, NE · plan year 2024

Reported admin expense ratio · 2024
0.13%

Faith Regional Health Services reported $129,867 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.135%. 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 61st-largest of 565 plans among Nebraska employers on file, and the 1,073rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$103,652,037
Participants with balances1,550
Active participants1,367
Employer contributions—
Employee contributions$7,201,609
Employer contribution per active participant—
Average account balance$66,872
Benefits paid to participants$7,279,663
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$103.7M · 1,550 accts
2023$89.2M · 1,561 accts
2022$76.8M · 1,599 accts · $7K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,552
Investment management$16,085
Total administrative$129,867
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 · 20244
AMERICAN UNITED LIFE INSURANCE CO. · Recordkeeping · Participant communication$610
VOYA INSTITUTIONAL PLAN SERVICES · Other services$64,054
CAMBRIDGE INVESTMENT RESEARCH · Consulting$49,118
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$16,085

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$129,867 · 0.13%
2023$116,410 · 0.14%
2022$109,786 · 0.13%
All plans at this employer2
FAITH REGIONAL HEALTH SERVICES EMPLOYEES RETIREMENT PLANMoney purchase plan
FAITH REGIONAL HEALTH SERVICES TAX DEFERRED ANNUITY PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Vetter Senior Living NE$86.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470796875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.