Plan Ledger DOL Form 5500 · updated monthly

National Therapeutic Associates, Inc.401(k)

REHABVISIONS 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

National Therapeutic Associates, Inc. reported $101,209 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $457 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 0.26% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 135th-largest of 565 plans among Nebraska employers on file, and the 1,997th of 11,911 in health care & social assistance. In 2024, employees put in $8.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,284,751
Participants with balances825
Active participants779
Employer contributions$355,932
Employee contributions$3,027,898
Employer contribution per active participant$457
Average account balance$56,103
Benefits paid to participants$3,467,635
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.3M · 825 accts · $356K emplr
2023$40.7M · 822 accts · $350K emplr
2022$33.9M · 880 accts · $397K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,209
Total administrative$101,209
The National Therapeutic Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$457
Median for plans this size$2,416
2024$457 per active participant
2023$484 per active participant
2022$480 per active participant

National Therapeutic Associates, Inc.'s 2024 employer contribution ran below the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$93,799
BENEFIT PLANS INC · Contract administrator · Other services$7,410
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history3
2024$101,209 · 0.23%
2023$100,957 · 0.27%
2022$97,642 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Immanuel NE$53.4M · 0.34%
Orthowest, P.C. NE$51.9M · 0.09%
Grand Island Clinic, Inc. NE$47.8M · 0.18%
Lincoln Surgery Center, LLC NE$39.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470656084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.