Plan Ledger DOL Form 5500 · updated monthly

National Holistic Institute, Inc.401(k)

NATIONAL HOLISTIC INSTITUTE, INC 401(K) PLAN · EMERYVILLE, CA · 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 Holistic Institute, Inc. reported $26,811 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. 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 2 years on file its reported administrative ratio rose from 0.07% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,953rd of 9,483), and 7,828th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,154,708
Participants with balances180
Active participants457
Employer contributions$0
Employee contributions$524,362
Employer contribution per active participant$0
Average account balance$28,637
Benefits paid to participants$928,374
Plan auditUnmodified (clean) audit opinion
AuditorWEWORSKI & ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2024$5.2M · 180 accts
2022$2.6M · 59 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,524
Investment management$14,287
Total administrative$26,811
The National Holistic Institute, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

National Holistic Institute, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
MIRACLE MILE ADVISORS LLC · Recordkeeping · Trustee$14,151
ADP, INC. · Loan processing · Recordkeeping$12,659
ADP BROKER-DEALERindirect comp

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

Administrative cost history2
2024$26,811 · 0.53%
2022$2,111 · 0.07%
All plans at this employer2
NATIONAL HOLISTIC INSTITUTE, INC 401(K) PLAN401(k)
NHI EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansHealth Care & Social Assistance · California
St. Joseph Center CA$5.2M · 0.70%
Vasindas Around the Clock CA$5.1M · 0.94%
Psynergy Programs, Inc. CA$5.1M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943013724 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.