Plan Ledger DOL Form 5500 · updated monthly

National Healthcare Solutions, I401(k)

NHSI 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

National Healthcare Solutions, I reported $61,376 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,382 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 3 years on file its reported administrative ratio has held roughly steady near 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,760th-largest of 5,688 plans among Texas employers on file, and 3,764th of 4,798 in finance & insurance. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 183 to 257 since 2022.

Plan summary
Net assets, end of year$12,217,961
Participants with balances237
Active participants257
Employer contributions$612,092
Employee contributions$1,326,169
Employer contribution per active participant$2,382
Average account balance$51,553
Benefits paid to participants$2,441,576
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 237 accts · $612K emplr
2023$11.2M · 206 accts · $528K emplr
2022$8.2M · 178 accts · $421K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,845
Investment management$39,531
Total administrative$61,376
The National Healthcare Solutions, I 401(k) match · 2024
Employer contribution per active participant$2,382
Median for plans this size$2,416
2024$2,382 per active participant
2023$2,307 per active participant
2022$2,300 per active participant

National Healthcare Solutions, I's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20243
FULLER WEALTH MANAGEMENT, LLC · Recordkeeping · Trustee$39,531
ADP, INC. · Loan processing · Recordkeeping$21,886
MESIROW FINANCIAL INVESTMENT MANAGE · Loan processingindirect comp

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

Recordkeeper by year2
2024ADP, FULLER WEALTH MANAGEMENT, LLC
2023ADP, FULLER WEALTH MANAGEMENT, LLC

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

Administrative cost history3
2024$61,376 · 0.53%
2023$48,837 · 0.50%
2022$42,707 · 0.52%
Same employer
Similar plansFinance & Insurance · Texas
America's Credit Union TX$12.4M · 0.77%
Ethos Technologies, Inc. TX$12.3M · 0.08%
Ciera Bank TX$12.2M · 0.32%
The Nitsche Group, Inc. TX$11.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202063316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.