Plan Ledger DOL Form 5500 · updated monthly

National University of Health Sciences403(b)

NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN · LOMBARD, IL · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

National University of Health Sciences reported $69,498 in plan administrative expenses for 2025: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,048 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 4 years on file its reported administrative ratio has held roughly steady near 0.264%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 1,403rd-largest of 3,702 plans among Illinois employers on file, and the 1,354th of 3,091 in educational services. In 2025, employees put in $4.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,411,766
Participants with balances252
Active participants154
Employer contributions$161,431
Employee contributions$689,326
Employer contribution per active participant$1,048
Average account balance$108,777
Benefits paid to participants$2,006,249
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$27.4M · 252 accts · $161K emplr
2024$25.2M · 248 accts · $162K emplr
2023$22.3M · 243 accts · $154K emplr
2022$19.6M · 245 accts · $148K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$69,498
Total administrative$69,498
Employer contributions to the National University of Health Sciences plan · 2025
Employer contribution per active participant$1,048
Median for plans this size$2,666
2025$1,048 per active participant
2024$986 per active participant
2023$905 per active participant
2022$1,028 per active participant

National University of Health Sciences's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
IRON HORSE WEALTH MANAGEMENT · Investment advisory (plan)$50,420
APELLA WEALTH · Investment advisory (plan)$18,828

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

Administrative cost history4
2025$69,498 · 0.26%
2024$61,186 · 0.26%
2023$51,961 · 0.25%
2022$56,340 · 0.26%
Same employer
Similar plansEducational Services · Illinois
Greenville University IL$31.7M · 0.27%
Adler University IL$31.3M · 0.30%
Keypath Education, LLC IL$30.6M · 0.37%
Riverside Assessments, LLC IL$30.5M · 0.20%
Lewis University IL$26.8M · 0.28%
American Nuclear Society IL$26.7M · 0.00%
Acero Schools IL$25.3M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361521940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.