# Healthstream, INC. 401(k) Plan
Source: https://planprovider.pro/companies/healthstream-inc-401k-plan

> Healthstream, INC.'s 401(k) plan: 1,081 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [LBMC](https://planprovider.pro/provider/lbmc-pc) — 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|—|—|—|—|

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