Plan Ledger DOL Form 5500 · updated monthly

Think Whole Person Healthcare401(k)

THINK INVEST FOR YOUR FUTURE · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Think Whole Person Healthcare reported $81,372 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,367 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 0.33% to 0.36%. 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 219th-largest of 565 plans among Nebraska employers on file, and the 3,294th of 11,911 in health care & social assistance. In 2024, employees put in $3.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,597,848
Participants with balances259
Active participants305
Employer contributions$416,864
Employee contributions$1,411,684
Employer contribution per active participant$1,367
Average account balance$91,111
Benefits paid to participants$2,811,745
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.6M · 259 accts · $417K emplr
2023$21.5M · 279 accts · $437K emplr
2022$19.3M · 299 accts · $395K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,372
Total administrative$81,372
The Think Whole Person Healthcare 401(k) match · 2024
Employer contribution per active participant$1,367
Median for plans this size$2,416
2024$1,367 per active participant
2023$1,522 per active participant
2022$1,288 per active participant

Think Whole Person Healthcare's 2024 employer contribution ran below the $2,416 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$81,372
OSAIC WEALTH INC · Other servicesindirect comp
SECURITIES AMERICA, INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$81,372 · 0.36%
2023$71,034 · 0.35%
2022$67,955 · 0.33%
Similar plansHealth Care & Social Assistance · Nebraska
Milan Laser Holdings LLC NE$26.7M · 0.71%
Tabitha, Inc. NE$26.3M · 0.68%
Memorial Community Hospital NE$25.0M · 0.27%
Nebraska Urology, PC NE$21.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463442228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.