Plan Ledger DOL Form 5500 · updated monthly

North Texas Village Health Partners, PA401(k)

NORTH TEXAS VILLAGE HEALTH PARTNERS, PA 401(K) PLAN · PLANO, TX · plan year 2023

Reported admin expense ratio · 2023
0.79%

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

North Texas Village Health Partners, PA reported $73,013 in plan administrative expenses for 2023: 0.79% of average plan assets, above the peer median. Employer contributions averaged $3,207 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 0.50% to 0.79%. 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 (3,013th of 5,688), and the 5,619th of 11,911 in health care & social assistance. In 2023, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,286,654
Participants with balances113
Active participants164
Employer contributions$525,918
Employee contributions$689,712
Employer contribution per active participant$3,207
Average account balance$91,032
Benefits paid to participants$401,466
Plan auditUnmodified (clean) audit opinion
AuditorHUSELTON, MORGAN & MAULTSBY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $114K emplr
2023$10.3M · 113 accts · $526K emplr
2022$8.3M · 113 accts · $334K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,565
Investment management$39,327
Audit (IQPA)$18,000
Trustee / custodial$2,121
Total administrative$73,013
The North Texas Village Health Partners, PA 401(k) match · 2023
Employer contribution per active participant$3,207
Median for plans this size$1,308
2023$3,207 per active participant
2022$1,998 per active participant

North Texas Village Health Partners, PA's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. 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 · 20233
NEWPORT GROUP, INC. · Recordkeeping$13,565
BEARID HARRIS WEALTH MANAGEMENT,INC · Investment advisory (plan)$39,327
HUSELTON, MORGAN & MAULTSBY, P.C. · Accounting / audit$18,000

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

Administrative cost history3
2024Not separately reported
2023$73,013 · 0.79%
2022$41,975 · 0.50%
Similar plansHealth Care & Social Assistance · Texas
Excelin Home Health, LLC TX$10.5M · 0.81%
Westminster Manor TX$10.4M · 0.78%
Spine Team Texas, P.A. TX$10.2M · 0.37%
Work Services Corporation TX$10.1M · 0.15%
San Antonio Eye Center TX$10.1M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752918050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.