Plan Ledger DOL Form 5500 · updated monthly

Nisha Jackson, Inc.401(k)

ONEPEAK MEDICAL 401(K) PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
1.19%

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

Nisha Jackson, Inc. reported $28,886 in plan administrative expenses for 2023: 1.19% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,076 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 1 year on file its reported administrative ratio rose from 1.06% to 1.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,562nd of 5,688), and 9,185th of 11,911 in health care & social assistance. In 2023, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,100,476
Participants with balances98
Active participants150
Employer contributions$311,433
Employee contributions$635,373
Employer contribution per active participant$2,076
Average account balance$31,638
Benefits paid to participants$152,792
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$3.1M · 98 accts · $311K emplr
2022$1.7M · 107 accts · $292K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,235
Investment management$10,651
Total administrative$28,886
The Nisha Jackson, Inc. 401(k) match · 2023
Employer contribution per active participant$2,076
Median for plans this size$1,308
2023$2,076 per active participant
2022$1,985 per active participant

Nisha Jackson, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PCS RETIREMENT LLC · Contract administrator · Recordkeeping$18,235
FIDELIS IM · Investment advisory (plan) · Investment management$10,651

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

Administrative cost history2
2023$28,886 · 1.19%
2022$18,355 · 1.06%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Falls Community Hospital TX$3.3M · 0.02%
The Family Place, Inc. TX$3.3M · 0.18%
Addiction Campuses TX$3.1M · 0.66%
New Hope Housing, Inc. TX$3.0M · 0.04%
Parsons Group, Inc. TX$3.0M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200686677 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.