Plan Ledger DOL Form 5500 · updated monthly

Regional West Health Services401(k)

REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN · SCOTTSBLUFF, NE · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Regional West Health Services reported $161,915 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,039 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 2 years on file its reported administrative ratio fell from 0.13% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 48th-largest of 565 plans among Nebraska employers on file, and the 836th of 11,911 in health care & social assistance. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has shrunk from 1,192 to 1,069 since 2022.

Plan summary
Net assets, end of year$138,538,484
Participants with balances1,533
Active participants1,069
Employer contributions$3,249,195
Employee contributions$6,247,824
Employer contribution per active participant$3,039
Average account balance$90,371
Benefits paid to participants$17,312,324
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$138.5M · 1,533 accts · $3.2M emplr
2023$130.4M · 2,047 accts · $3.3M emplr
2022$119.8M · 2,059 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,183
Investment management$64,591
Audit (IQPA)$20,141
Total administrative$161,915
The Regional West Health Services 401(k) match · 2024
Employer contribution per active participant$3,039
Median for plans this size$3,635
2024$3,039 per active participant
2023$2,780 per active participant
2022$2,624 per active participant

Regional West Health Services's 2024 employer contribution ran below the $3,635 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$77,183
RAYMOND JAMES FINANCIAL SERVICES · Consulting · Insurance services$61,498
EIDE BAILLY · Accounting / audit$20,141
CHARLES SCHWAB & CO., INC. · Securities brokerage$3,093
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$161,915 · 0.12%
2023$59,547 · 0.05%
2022$174,213 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Nebraska Medicine NE$918.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363314157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.