Plan Ledger DOL Form 5500 · updated monthly

Stormont Vail Healthcare403(b)

STORMONT-VAIL HEALTHCARE EMPLOYEE 403(B) PLAN · TOPEKA, KS · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Stormont Vail Healthcare reported $828,557 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,202 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 0.20% to 0.14%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 10th-largest of 828 plans among Kansas employers on file, and the 278th of 11,911 in health care & social assistance. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$633,875,820
Participants with balances7,394
Active participants5,980
Employer contributions$19,147,657
Employee contributions$31,885,857
Employer contribution per active participant$3,202
Average account balance$85,728
Benefits paid to participants$43,653,015
Plan auditUnmodified (clean) audit opinion
AuditorSWINDOLL, JANZEN, HAWK & LLOYD LLC
Plan history3
Yearassets · accounts · employer contribution
2024$633.9M · 7,394 accts · $19.1M emplr
2023$553.5M · 7,278 accts · $17.6M emplr
2022$430.3M · 6,838 accts · $16.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$252,985
Investment management$575,572
Total administrative$828,557
Employer contributions to the Stormont Vail Healthcare plan · 2024
Employer contribution per active participant$3,202
Median for plans this size$4,294
2024$3,202 per active participant
2023$2,951 per active participant
2022$2,812 per active participant

Stormont Vail Healthcare's 2024 employer contribution ran below the $4,294 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
FIDELITY INVS INST OP CO, INC. · Recordkeeping$248,041
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$575,572

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$828,557 · 0.14%
2023$852,215 · 0.17%
2022$769,166 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Kansas
Modernatx, Inc. MA$650.1M · 0.04%
Nysarc, Inc. NY$647.6M · 0.12%
Prohealth Care, Inc. WI$635.2M · 0.08%
The Guthrie Clinic PA$629.8M · 0.07%
Tufts Medical Center, Inc. MA$629.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480543789 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.