Plan Ledger DOL Form 5500 · updated monthly

Nextgen Information Services401(k)

NEXTGEN INFORMATION SERVICES 401(K) PROFIT SHARING PLAN & TRUST · ST LOUIS, MO · plan year 2022

Reported admin expense ratio · 2022
1.35%

Nextgen Information Services reported $14,072 in plan administrative expenses for 2022: 1.35% of average plan assets, higher than ~90% 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 1 year on file its reported administrative ratio fell from 1.35% to 1.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Missouri (1,336th of 1,393), and 11,283rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$895,253
Participants with balances370
Active participants35
Employer contributions—
Employee contributions$12,504
Employer contribution per active participant—
Average account balance$2,420
Benefits paid to participants$131,057
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history2
Yearassets · accounts · employer contribution
2023$837K · 45 accts
2022$895K · 370 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,072
Total administrative$14,072
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$8,928 · 1.03%
2022$14,072 · 1.35%
Similar plansProfessional & Technical Services · Missouri
Stange Law Firm PC MO$1.7M · 0.99%
Sinclair Bio Parent, LLC MO$1.0M · 0.06%
Tsg Puerto Rico, LLC MO$144K · 6.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431791848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.