Plan Ledger DOL Form 5500 · updated monthly

Roseman University of Health Sciences403(b)

ROSEMAN UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION PLAN · HENDERSON, NV · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Roseman University of Health Sciences reported $150,262 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $5,085 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 0.23% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 38th-largest of 437 plans among Nevada employers on file, and the 633rd of 3,091 in educational services. In 2024, employees put in $1.20 for every $1.00 the employer contributed; active participation has grown from 533 to 607 since 2022.

Plan summary
Net assets, end of year$82,617,198
Participants with balances783
Active participants607
Employer contributions$3,086,332
Employee contributions$3,708,015
Employer contribution per active participant$5,085
Average account balance$105,514
Benefits paid to participants$5,537,838
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$82.6M · 783 accts · $3.1M emplr
2023$71.5M · 739 accts · $2.9M emplr
2022$60.6M · 778 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,905
Investment management$45,936
Audit (IQPA)$26,421
Total administrative$150,262
Employer contributions to the Roseman University of Health Sciences plan · 2024
Employer contribution per active participant$5,085
Median for plans this size$3,635
2024$5,085 per active participant
2023$5,317 per active participant
2022$5,074 per active participant

Roseman University of Health Sciences's 2024 employer contribution ran above 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$77,906
SAGEVIEW ADVISORY GROUP LLC · Consulting · Insurance services$45,937
MOSS ADAMS LLP · Accounting / audit$26,421
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$150,262 · 0.19%
2023$137,816 · 0.21%
2022$148,973 · 0.23%
Same employer
Similar plansEducational Services · Nevada
Sidwell Friends School DC$83.1M · 0.21%
Guilford College NC$82.8M · 0.07%
Jacksonville University FL$82.7M · 0.12%
Albuquerque Academy NM$82.6M · 0.04%
Drury University MO$82.4M · 0.14%
Flint Hill School VA$82.3M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 880435559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.