Plan Ledger DOL Form 5500 · updated monthly

Tabitha, Inc.401(k)

TABITHA EMPLOYEE 401(K) PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Tabitha, Inc. reported $177,540 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $900 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 0.79% to 0.68%. 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 the 207th-largest of 565 plans among Nebraska employers on file, and the 3,055th of 11,911 in health care & social assistance. In 2024, employees put in $4.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,268,159
Participants with balances1,145
Active participants729
Employer contributions$655,874
Employee contributions$2,723,128
Employer contribution per active participant$900
Average account balance$22,942
Benefits paid to participants$5,154,718
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $170K emplr
2024$26.3M · 1,145 accts · $656K emplr
2023$25.6M · 1,113 accts · $683K emplr
2022$21.0M · 1,007 accts · $637K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$141,540
Investment management$36,000
Total administrative$177,540
The Tabitha, Inc. 401(k) match · 2024
Employer contribution per active participant$900
Median for plans this size$2,416
2024$900 per active participant
2023$982 per active participant
2022$878 per active participant

Tabitha, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
UNION BANK & TRUST COMPANY · Claims processing · Recordkeeping$141,540
D.A. DAVIDSON & CO. · Investment advisory (plan)$36,000
MATRIX CLEARENCE AND SETTLEMENT · 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 year3
2025UNION BANK & TRUST COMPANY
2024UNION BANK & TRUST COMPANY
2023UNION BANK & TRUST COMPANY

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Administrative cost history4
2025Not separately reported
2024$177,540 · 0.68%
2023$189,764 · 0.81%
2022$179,318 · 0.79%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Community Hospital NE$27.5M · 0.04%
Milan Laser Holdings LLC NE$26.7M · 0.71%
Memorial Community Hospital NE$25.0M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470377998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.