Plan Ledger DOL Form 5500 · updated monthly

New Vista Behavioral Healthcare, Inc.401(k)

NEW VISTA BEHAVIORAL HEALTHCARE, INC. 401(K) PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
1.43%

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

New Vista Behavioral Healthcare, Inc. reported $126,222 in plan administrative expenses for 2024: 1.43% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,376 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 1.32% to 1.43%. 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 Kentucky (468th of 871), and the 5,652nd of 11,911 in health care & social assistance. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 650 to 859 since 2022.

Plan summary
Net assets, end of year$10,137,484
Participants with balances510
Active participants859
Employer contributions$1,182,167
Employee contributions$1,722,709
Employer contribution per active participant$1,376
Average account balance$19,877
Benefits paid to participants$1,166,750
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 510 accts · $1.2M emplr
2023$7.5M · 482 accts · $1.0M emplr
2022$4.8M · 382 accts · $791K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,166
Investment management$36,846
Total administrative$126,222
The New Vista Behavioral Healthcare, Inc. 401(k) match · 2024
Employer contribution per active participant$1,376
Median for plans this size$1,313
2024$1,376 per active participant
2023$1,261 per active participant
2022$1,217 per active participant

New Vista Behavioral Healthcare, Inc.'s 2024 employer contribution ran above the $1,313 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$70,166
CREATIVE RETIREMENT SYSTEMS, INC. · Recordkeeping · Loan processing$17,523
MMA SECURITIES LLC · Investment advisory (plan)$36,846

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

Recordkeeper by year2
2024CREATIVE RETIREMENT SYSTEMS, INC., Transamerica
2023CREATIVE RETIREMENT SYSTEMS, INC., Transamerica

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

Administrative cost history3
2024$126,222 · 1.43%
2023$83,877 · 1.37%
2022$59,416 · 1.32%
Similar plansHealth Care & Social Assistance · Kentucky
Learning Grove, Inc. KY$10.4M · 0.08%
Nazareth Home, Inc. KY$9.0M · 0.30%
Maryhurst, Inc. KY$8.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452412767 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.