Plan Ledger DOL Form 5500 · updated monthly

Special Health Resources for Texas, Inc.401(k)

SPECIAL HEALTH RESOURCES FOR TEXAS 401K PLAN · LONGVIEW, TX · plan year 2022

Reported admin expense ratio · 2022
1.05%

Special Health Resources for Texas, Inc. reported $5,869 in plan administrative expenses for 2022: 1.05% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,420th of 5,688), and 11,287th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$570,165
Participants with balances75
Active participants219
Employer contributions—
Employee contributions$143,565
Employer contribution per active participant—
Average account balance$7,602
Benefits paid to participants$35,068
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,869
Total administrative$5,869
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,869 · 1.05%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Er Senior Management, LLC TX$707K · 2.11%
Promise House, Inc. TX$659K · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752405203 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.