Plan Ledger DOL Form 5500 · updated monthly

Sana Healthcare Carrollton, LLC401(k)

CARROLLTON REGIONAL MEDICAL CENTER 401(K) PLAN · CARROLLTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Sana Healthcare Carrollton, LLC reported $28,675 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $787 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 rose from 0.29% to 0.32%. 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 Texas (3,046th of 5,688), and the 5,649th of 11,911 in health care & social assistance. In 2024, employees put in $3.53 for every $1.00 the employer contributed; active participation has grown from 482 to 545 since 2022.

Plan summary
Net assets, end of year$10,146,687
Participants with balances279
Active participants545
Employer contributions$428,743
Employee contributions$1,513,338
Employer contribution per active participant$787
Average account balance$36,368
Benefits paid to participants$1,242,519
Plan auditUnmodified (clean) audit opinion
AuditorCJ CPA GROUP, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 279 accts · $429K emplr
2023$7.6M · 268 accts · $416K emplr
2022$4.8M · 261 accts · $426K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,382
Investment management$12,293
Total administrative$28,675
The Sana Healthcare Carrollton, LLC 401(k) match · 2024
Employer contribution per active participant$787
Median for plans this size$1,313
2024$787 per active participant
2023$915 per active participant
2022$883 per active participant

Sana Healthcare Carrollton, LLC's 2024 employer contribution ran below the $1,313 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$39,112
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$12,293

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Sana Healthcare Carrollton, LLC 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$28,675 · 0.32%
2023$16,565 · 0.27%
2022$12,006 · 0.29%
Similar plansHealth Care & Social Assistance · Texas
Westminster Manor TX$10.4M · 0.78%
Spine Team Texas, P.A. TX$10.2M · 0.37%
Work Services Corporation TX$10.1M · 0.15%
San Antonio Eye Center TX$10.1M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454510252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.