Plan Ledger DOL Form 5500 · updated monthly

Healthspan Partners403(b)

HEALTHSPAN RETIREMENT SAVINGS PLAN 403(B) · CINCINNATI, OH · plan year 2023

Reported admin expense ratio · 2023
0.03%

Healthspan Partners reported $7,247 in plan administrative expenses for 2023: 0.03% of average plan assets, lower 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.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,188th-largest of 3,295 plans among Ohio employers on file, and the 3,313th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$23,412,783
Participants with balances319
Active participants28
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$73,394
Benefits paid to participants$2,289,944
Plan auditUnmodified (clean) audit opinion
AuditorKPMG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.1M · 281 accts
2023$23.4M · 319 accts
2022$21.8M · 355 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,704
Investment management$343
Audit (IQPA)$3,200
Total administrative$7,247
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$9,621 · 0.04%
2023$7,247 · 0.03%
2022$15,399 · 0.06%
Similar plansHealth Care & Social Assistance · Ohio
The Village Network OH$23.5M · 0.43%
Life Enriching Communities OH$23.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463055925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.