Plan Ledger DOL Form 5500 · updated monthly

Foursquare Healthcare LTD.401(k)

FOURSQUARE HEALTHCARE 401(K) RETIREMENT PLAN · ROCKWALL, TX · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Foursquare Healthcare LTD. reported $59,480 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $389 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 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,766th-largest of 5,688 plans among Texas employers on file, and the 5,115th of 11,911 in health care & social assistance. In 2024, employees put in $3.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,145,990
Participants with balances298
Active participants1,025
Employer contributions$398,533
Employee contributions$1,307,160
Employer contribution per active participant$389
Average account balance$40,758
Benefits paid to participants$987,658
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 298 accts · $399K emplr
2023$10.1M · 246 accts · $319K emplr
2022$8.0M · 220 accts · $273K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,480
Investment management$10,000
Audit (IQPA)$14,000
Total administrative$59,480
The Foursquare Healthcare LTD. 401(k) match · 2024
Employer contribution per active participant$389
Median for plans this size$2,416
2024$389 per active participant
2023$324 per active participant
2022$275 per active participant

Foursquare Healthcare LTD.'s 2024 employer contribution ran below the $2,416 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 · 20243
HM&M GROUP, LLC · Accounting / audit$14,000
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$10,000

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$59,480 · 0.53%
2023$49,561 · 0.55%
2022$52,587 · 0.64%
Same employer
Similar plansHealth Care & Social Assistance · Texas
United Medical Center TX$12.4M · 0.26%
El Campo Memorial Hospital TX$12.3M · 0.31%
Momentous Institute TX$12.3M · 0.45%
Kidkraft, Inc. TX$12.1M · 0.30%
Star of Hope Mission, Inc. TX$12.0M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 264219383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.