Plan Ledger DOL Form 5500 · updated monthly

Health Systems of Kentucky, LLC401(k)

HEALTH SYSTEMS 401(K) PLAN · LOUISVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
1.71%

Health Systems of Kentucky, LLC reported $4,213 in plan administrative expenses for 2022: 1.71% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (865th of 871), and 11,599th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$276,531
Participants with balances99
Active participants222
Employer contributions—
Employee contributions$128,227
Employer contribution per active participant—
Average account balance$2,793
Benefits paid to participants$27,945
Plan auditUnmodified (clean) audit opinion
AuditorMONROE SHINE & CO., INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,267
Investment management$1,139
Professional / advisory$807
Total administrative$4,213
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,213 · 1.71%
Similar plansHealth Care & Social Assistance · Kentucky
The Reach Corporation KY$449K · 0.86%
Lifeline Homecare, Inc. KY$392K · 0.62%
Tpn Management LLC TX$279K · 1.28%
3 Hearts LLC SC$278K · 1.82%
Pillar KY$278K · 0.97%
Turning Point, Inc. NJ$277K · 4.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611431482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.