Plan Ledger DOL Form 5500 · updated monthly

Stephen F Austin Community Healt401(k)

COMMUNITY HEALTH NETWORK · ALVIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Stephen F Austin Community Healt reported $32,662 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $1,509 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 0.57% to 0.60%. 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 (3,755th of 5,688), and 7,208th of 11,911 in health care & social assistance. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 246 to 395 since 2022.

Plan summary
Net assets, end of year$6,284,352
Participants with balances387
Active participants395
Employer contributions$596,197
Employee contributions$1,098,854
Employer contribution per active participant$1,509
Average account balance$16,239
Benefits paid to participants$700,815
Plan auditUnmodified (clean) audit opinion
AuditorJAG ARGUETA
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 387 accts · $596K emplr
2023$4.5M · 228 accts · $514K emplr
2022$2.9M · 180 accts · $411K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,281
Investment management$13,381
Total administrative$32,662
The Stephen F Austin Community Healt 401(k) match · 2024
Employer contribution per active participant$1,509
Median for plans this size$1,313
2024$1,509 per active participant
2023$1,485 per active participant
2022$1,670 per active participant

Stephen F Austin Community Healt's 2024 employer contribution ran above 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 · 20244
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Loan processing$11,301
ADP, INC. · Loan processing · Recordkeeping$8,029
PARK AVENUE SECURITIES, LLC · Investment advisory (plan)$12,500
TD AMERITRADE, INC. · 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
2024ADP, John Hancock
2023ADP

This plan has changed recordkeepers within these filings. If you left Stephen F Austin Community Healt 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$32,662 · 0.60%
2023$22,504 · 0.61%
2022$14,058 · 0.57%
Similar plansHealth Care & Social Assistance · Texas
Carrus Healthcare TX$6.4M · 1.65%
Timely Telehealth LLC TX$6.4M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412273820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.