Plan Ledger DOL Form 5500 · updated monthly

Lion Star Nacogdoches Hospital, LLC dba Nacogdoches Memorial Hospital401(k)

LION STAR 401(K) PLAN · NACOGDOCHES, TX · plan year 2023

Reported admin expense ratio · 2023
0.93%

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

Lion Star Nacogdoches Hospital, LLC dba Nacogdoches Memorial Hospital reported $21,882 in plan administrative expenses for 2023: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.84% to 0.93%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,609th of 5,688), and 9,311th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,922,149
Participants with balances413
Active participants552
Employer contributions$0
Employee contributions$827,589
Employer contribution per active participant$0
Average account balance$7,075
Benefits paid to participants$154,612
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$2.9M · 413 accts
2022$1.8M · 221 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,882
Total administrative$21,882
The Lion Star Nacogdoches Hospital, LLC dba Nacogdoches Memorial Hospital 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Lion Star Nacogdoches Hospital, LLC dba Nacogdoches Memorial Hospital's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$12,576
RBC CAPITAL MARKETS · Investment advisory (participants)$7,765

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024Not separately reported
2023$21,882 · 0.93%
2022$13,670 · 0.84%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Anders Group, LLC TX$3.0M · 0.65%
The Helper Bees, Inc. TX$3.0M · 1.00%
Gryphon Healthcare, LLC TX$2.9M · 0.67%
Found Health Inc. TX$2.9M · 0.10%
Aranscia, LLC TX$2.8M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871142127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.