Plan Ledger DOL Form 5500 · updated monthly

New Vista of the Bluegrass, Inc.403(b)

NEW VISTA OF THE BLUEGRASS, INC. 403(B) PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.03%

New Vista of the Bluegrass, Inc. reported $3,870 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. 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 0.02% to 0.03%. 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 366th-largest of 871 plans among Kentucky employers on file, and the 4,510th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$14,912,723
Participants with balances139
Active participants24
Employer contributions—
Employee contributions$251,898
Employer contribution per active participant—
Average account balance$107,286
Benefits paid to participants$897,183
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.9M · 139 accts
2023$13.5M · 147 accts
2022$11.8M · 149 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,870
Total administrative$3,870
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.

Administrative cost history3
2024$3,870 · 0.03%
2023$10,489 · 0.08%
2022$2,956 · 0.02%
All plans at this employer2
NEW VISTA OF THE BLUEGRASS, INC. 403(B) PLAN403(b)
NEW VISTA OF THE BLUEGRASS, INC. 401(K) PLAN401(k)
Same employer
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One Pediatrics, PLLC KY$15.5M · 0.25%
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Versant Dental, PLLC KY$14.7M · 0.33%
Commonwealth Dental Group KY$14.6M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610723605 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.