Plan Ledger DOL Form 5500 · updated monthly

Healthstream, Inc.401(k)

HEALTHSTREAM, INC. 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Healthstream, Inc. reported $236,025 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,437 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 0.29% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 163rd-largest of 1,496 plans among Tennessee employers on file, and the 1,526th of 11,654 in professional & technical services. In 2024, employees put in $6.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$99,022,569
Participants with balances1,385
Active participants1,081
Employer contributions$1,553,697
Employee contributions$10,776,938
Employer contribution per active participant$1,437
Average account balance$71,496
Benefits paid to participants$10,815,763
Plan auditUnmodified (clean) audit opinion
AuditorLBMC
Plan history3
Yearassets · accounts · employer contribution
2024$99.0M · 1,385 accts · $1.6M emplr
2023$85.1M · 1,383 accts · $1.4M emplr
2022$68.4M · 1,395 accts · $2.0M emplr
The Healthstream, Inc. 401(k) match · 2024
Employer contribution per active participant$1,437
Median for plans this size$3,635
2024$1,437 per active participant
2023$1,319 per active participant
2022$1,810 per active participant

Healthstream, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$145,050
VANGUARD ADVISERS INC. · Investment advisory (participants)$38,025
WELLS FARGO ADVISORS · Investment advisory (plan)$30,000
ROBERT W BAIRD INC · Investment advisory (plan)$25,000

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$236,025 · 0.26%
2023$230,309 · 0.30%
2022$210,391 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Barge Design Solutions, Inc. TN$142.0M · 0.25%
Miller & Martin PLLC TN$138.2M · 0.05%
Lbmc, PC TN$85.7M · 0.16%
Erisa Partners, Inc. TN$80.7M · 0.83%
Eastport Holdings, LLC TN$77.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621443555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.