Plan Ledger DOL Form 5500 · updated monthly

New Directions Behavioral Health, LLC401(k)

NEW DIRECTIONS BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

New Directions Behavioral Health, LLC reported $105,821 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,908 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 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 87th-largest of 828 plans among Kansas employers on file, and the 1,349th of 11,911 in health care & social assistance. In 2024, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,551,382
Participants with balances936
Active participants758
Employer contributions$2,203,932
Employee contributions$6,206,927
Employer contribution per active participant$2,908
Average account balance$80,717
Benefits paid to participants$7,172,016
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.6M · 936 accts · $2.2M emplr
2023$64.7M · 957 accts · $2.1M emplr
2022$55.0M · 952 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,694
Investment management$60,127
Total administrative$105,821
The New Directions Behavioral Health, LLC 401(k) match · 2024
Employer contribution per active participant$2,908
Median for plans this size$3,635
2024$2,908 per active participant
2023$2,983 per active participant
2022$2,716 per active participant

New Directions Behavioral Health, LLC's 2024 employer contribution ran below the $3,635 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
MMA SECURITIES · Investment advisory (plan)$50,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,127

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$105,821 · 0.15%
2023$92,110 · 0.15%
2022$97,096 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Kansas
Hutchinson Clinic, P.A. KS$134.1M · 0.13%
Hays Medical Center KS$115.5M · 0.26%
Nuehealth Equity Co., LLC KS$103.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431698690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.