Plan Ledger DOL Form 5500 · updated monthly

Ozark Tri-County Health Care Consortium dba Access Family Care401(k)

OZARK TRI-COUNTY HEALTH CARE CONSORTIUM DBA ACCESS FAMILY CARE 401(K) PLAN · NEOSHO, MO · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Ozark Tri-County Health Care Consortium dba Access Family Care reported $58,078 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $1,542 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 3 years on file its reported administrative ratio has held roughly steady near 0.74%. 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 Missouri (909th of 1,393), and 6,149th of 11,911 in health care & social assistance. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has grown from 241 to 267 since 2022.

Plan summary
Net assets, end of year$8,729,500
Participants with balances371
Active participants267
Employer contributions$411,704
Employee contributions$869,307
Employer contribution per active participant$1,542
Average account balance$23,530
Benefits paid to participants$433,984
Plan auditUnmodified (clean) audit opinion
AuditorANDER MINKLER HUBER & HELM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 371 accts · $412K emplr
2023$7.0M · 327 accts · $393K emplr
2022$5.5M · 331 accts · $385K emplr
The Ozark Tri-County Health Care Consortium dba Access Family Care 401(k) match · 2024
Employer contribution per active participant$1,542
Median for plans this size$1,313
2024$1,542 per active participant
2023$1,559 per active participant
2022$1,597 per active participant

Ozark Tri-County Health Care Consortium dba Access Family Care'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 · 20242
THE VANGUARD GROUP · Recordkeeping · Investment management$33,080
PRIME CAPITAL INVEST. ADV. · Investment advisory (participants) · Investment advisory (plan)$25,979

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$58,078 · 0.74%
2023$55,478 · 0.89%
2022$44,366 · 0.76%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Community Living, Inc. MO$9.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431752799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.