Plan Ledger DOL Form 5500 · updated monthly

Family Health Care of Siouxland, PLC401(k)

FAMILY HEALTH CARE OF SIOUXLAND, PLC 401(K) PROFIT SHARING PLAN · SIOUX CITY, IA · plan year 2025

Reported admin expense ratio · 2025
0.31%

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

Family Health Care of Siouxland, PLC reported $133,150 in plan administrative expenses for 2025: 0.31% of average plan assets, above the peer median. Employer contributions averaged $4,991 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 3 years on file its reported administrative ratio rose from 0.30% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 209th-largest of 878 plans among Iowa employers on file, and the 2,029th of 11,911 in health care & social assistance. In 2025, the employer put in $1.00 for every $1.00 employees contributed themselves; active participation has grown from 213 to 253 since 2022.

Plan summary
Net assets, end of year$45,334,186
Participants with balances288
Active participants253
Employer contributions$1,262,773
Employee contributions$1,258,782
Employer contribution per active participant$4,991
Average account balance$157,410
Benefits paid to participants$4,203,569
Plan auditUnmodified (clean) audit opinion
AuditorBMG CERTIFIED PUBLIC ACCOUNTANTS
Plan history4
Yearassets · accounts · employer contribution
2025$45.3M · 288 accts · $1.3M emplr
2024$40.5M · 284 accts · $1.3M emplr
2023$36.0M · 275 accts · $1.1M emplr
2022$30.2M · 251 accts · $1.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$133,150
Total administrative$133,150
The Family Health Care of Siouxland, PLC 401(k) match · 2025
Employer contribution per active participant$4,991
Median for plans this size$2,666
2025$4,991 per active participant
2024$5,264 per active participant
2023$4,805 per active participant
2022$5,672 per active participant

Family Health Care of Siouxland, PLC's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
WEALTH PLAN INVESTMENT MGT, LLC · Investment advisory (participants)$62,193

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

Administrative cost history4
2025$133,150 · 0.31%
2024$123,686 · 0.32%
2023$101,616 · 0.31%
2022$96,270 · 0.30%
Same employer
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Sioux Center Health IA$46.0M · 0.33%
Impactlife IA$42.8M · 0.38%
Childserve Inc IA$40.9M · 0.50%
Wesleylife IA$38.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753057963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.