Plan Ledger DOL Form 5500 · updated monthly

Tri-County Mental Health Services, Inc., dba Beacon Mental Health403(b)

TRI-COUNTY MENTAL HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Tri-County Mental Health Services, Inc., dba Beacon Mental Health reported $27,003 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. Employer contributions averaged $1,335 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 0.42% to 0.38%. 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 Missouri (940th of 1,393), and 6,446th of 11,911 in health care & social assistance. In 2024, employees put in $2.49 for every $1.00 the employer contributed; active participation has grown from 169 to 198 since 2022.

Plan summary
Net assets, end of year$8,001,964
Participants with balances174
Active participants198
Employer contributions$264,255
Employee contributions$658,799
Employer contribution per active participant$1,335
Average account balance$45,988
Benefits paid to participants$380,646
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 174 accts · $264K emplr
2023$6.2M · 123 accts · $186K emplr
2022$5.5M · 117 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,890
Investment management$15,113
Total administrative$27,003
Employer contributions to the Tri-County Mental Health Services, Inc., dba Beacon Mental Health plan · 2024
Employer contribution per active participant$1,335
Median for plans this size$1,313
2024$1,335 per active participant
2023$1,003 per active participant
2022$1,011 per active participant

Tri-County Mental Health Services, Inc., dba Beacon Mental Health'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 · 20242
MWA HOLDCO LLC DBA MARINER LLC · Investment advisory (plan)$15,113

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$27,003 · 0.38%
2023$31,011 · 0.53%
2022$24,675 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
New Day Admin, LLC MO$8.0M · 1.16%
Ability Kc MO$7.8M · 0.52%
Places for People Inc. MO$7.5M · 0.02%
Pony Bird, Inc. MO$7.5M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431556416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.