Plan Ledger DOL Form 5500 · updated monthly

Samuel U. Rodgers Health Center, Inc.403(b)

SAMUEL U. RODGERS HEALTH CENTER 403(B) PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Samuel U. Rodgers Health Center, Inc. reported $80,116 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,077 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 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (712th of 1,393), and the 4,574th of 11,911 in health care & social assistance. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 262 to 301 since 2022.

Plan summary
Net assets, end of year$14,620,177
Participants with balances273
Active participants301
Employer contributions$625,177
Employee contributions$910,810
Employer contribution per active participant$2,077
Average account balance$53,554
Benefits paid to participants$782,124
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 273 accts · $625K emplr
2023$12.3M · 342 accts · $544K emplr
2022$9.6M · 324 accts · $497K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,446
Investment management$39,670
Total administrative$80,116
Employer contributions to the Samuel U. Rodgers Health Center, Inc. plan · 2024
Employer contribution per active participant$2,077
Median for plans this size$2,416
2024$2,077 per active participant
2023$1,881 per active participant
2022$1,895 per active participant

Samuel U. Rodgers Health Center, Inc.'s 2024 employer contribution ran below the $2,416 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
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$40,446
CREATIVE PLANNING · Investment advisory (plan)$39,670

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$80,116 · 0.59%
2023$62,368 · 0.57%
2022$60,582 · 0.58%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Home Health United, Inc. MO$15.7M · 0.07%
Ozarks Community Hospital MO$15.7M · 0.16%
Greater K.C. Linc, Inc MO$15.6M · 0.39%
Kansas City Hospice, Inc. MO$13.9M · 0.32%
Easterseals Midwest MO$13.8M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430899356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.