Plan Snapshot
- Plan Sponsor: Healthstream, INC.
- Sponsor EIN: 621443555
- Sponsor Address: 500 11TH AVENUE NORTH, NASHVILLE, TN, 372033384
- Plan Type: 401(k)
- Total Participants: 1,081
- Total Assets: $99.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,081 | $99.0M | $1.6M | $10.8M |
| 2023 | 1,084 | $85.1M | $1.4M | $10.1M |
| 2022 | 1,112 | $68.4M | $2.0M | $9.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $145,050 | — | $145,050 |
| VANGUARD ADVISERS INC. | NONE | $38,025 | — | $38,025 |
| WELLS FARGO ADVISORS | NONE | $30,000 | — | $30,000 |
| ROBERT W BAIRD INC | NONE | $25,000 | — | $25,000 |
| LBMC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- LBMC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $238,075
- Estimated Expense Ratio: 0.240% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $236,025 | — | — | — | — |
| 2023 | $230,309 | — | — | — | — |
| 2022 | $210,391 | — | — | — | — |