Plan Ledger DOL Form 5500 · updated monthly

Regional Health Care Clinic, Inc.403(b)

KATY TRAIL COMMUNITY HEALTH 403(B) PLAN · SEDALIA, MO · plan year 2022

Reported admin expense ratio · 2022
0.72%

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

Regional Health Care Clinic, Inc. reported $18,391 in plan administrative expenses for 2022: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,001 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 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,229th of 1,393), and 9,704th of 11,911 in health care & social assistance. In 2022, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,410,735
Participants with balances135
Active participants160
Employer contributions$160,140
Employee contributions$360,877
Employer contribution per active participant$1,001
Average account balance$17,857
Benefits paid to participants$367,492
Plan auditUnmodified (clean) audit opinion
AuditorHOOD AND ASSOCIATES CPAS PC
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 182 accts · $107K emplr
2023$2.4M · 163 accts · $98K emplr
2022$2.4M · 135 accts · $160K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,391
Total administrative$18,391
Employer contributions to the Regional Health Care Clinic, Inc. plan · 2022
Employer contribution per active participant$1,001
Median for plans this size$1,114
2024$501 per active participant
2023$509 per active participant
2022$1,001 per active participant

Regional Health Care Clinic, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$17,857 · 0.74%
2023$17,762 · 0.74%
2022$18,391 · 0.72%
Similar plansHealth Care & Social Assistance · Missouri
Steadymd, Inc. MO$2.5M · 0.67%
The Launchcode Foundation MO$2.5M · 0.43%
Provident, Inc. MO$2.5M · 1.20%
The Whole Person Inc. MO$2.3M · 0.26%
Austen-Dooley Company MO$2.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431879853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.