Plan Ledger DOL Form 5500 · updated monthly

Heritage Park of Katy Nursing and Rehabilitation Center401(k)

FORUS 401(K) · KATY, TX · plan year 2022

Reported admin expense ratio · 2022
0.54%

Heritage Park of Katy Nursing and Rehabilitation Center reported $952 in plan administrative expenses for 2022: 0.54% of average plan assets, below the peer median. 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 Texas (5,573rd of 5,688), and 11,617th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$254,796
Participants with balances28
Active participants202
Employer contributions—
Employee contributions$17,981
Employer contribution per active participant—
Average account balance$9,100
Benefits paid to participants$9,011
Plan auditDisclaimer of opinion
AuditorRUSSON + JOHNSTON LLP
Administrative expenses, itemized · 2022
Professional / advisory$952
Total administrative$952
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$952 · 0.54%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 262198303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.