Plan Ledger DOL Form 5500 · updated monthly

Rural Health Resources of Jackson County Inc. dba Holton Community Hos403(b)

RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN · HOLTON, KS · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Rural Health Resources of Jackson County Inc. dba Holton Community Hos reported $57,342 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $2,697 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 0.66% to 0.58%. 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 Kansas (470th of 828), and the 5,489th of 11,911 in health care & social assistance. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,754,091
Participants with balances217
Active participants166
Employer contributions$447,780
Employee contributions$757,795
Employer contribution per active participant$2,697
Average account balance$49,558
Benefits paid to participants$311,213
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 217 accts · $448K emplr
2023$9.0M · 194 accts · $423K emplr
2022$7.3M · 197 accts · $368K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,066
Total administrative$57,342
Employer contributions to the Rural Health Resources of Jackson County Inc. dba Holton Community Hos plan · 2024
Employer contribution per active participant$2,697
Median for plans this size$1,313
2024$2,697 per active participant
2023$2,646 per active participant
2022$2,271 per active participant

Rural Health Resources of Jackson County Inc. dba Holton Community Hos's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TIAA · Recordkeeping · Pension consulting$15,003
TWO WEST CAPITAL ADVISORS · Investment management$30,008
COULTER & JUSTUS · Accounting / audit$6,750
PENTEGRA SERVICES, INC. · Plan administrator · Named fiduciary$5,252

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

Recordkeeper by year2
2024TIAA
2023OneAmerica, TIAA

This plan has changed recordkeepers within these filings. If you left Rural Health Resources of Jackson County Inc. dba Holton Community Hos before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$57,342 · 0.58%
2023$55,756 · 0.69%
2022$50,507 · 0.66%
All plans at this employer2
RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL EMPLOYEES PENSION PLANMoney purchase plan
RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Kansas
Examinetics, Inc. KS$11.6M · 0.69%
Legend Senior Living, LLC KS$11.2M · 0.57%
Pivotal Health Care, LLC KS$10.6M · 0.99%
Family Medcenters, P.A. KS$10.0M · 0.48%
Central Care, P.A. KS$9.8M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742826278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.