Plan Snapshot
- Plan Sponsor: Netsmart Technologies, INC.
- Sponsor EIN: 133680154
- Sponsor Address: 11100 NALL AVENUE, OVERLAND PARK, KS, 66211
- Plan Type: 401(k)
- Plan Number: 507
- Total Participants: 2,515
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,515 | $0 | $0 | $0 |
| 2023 | 2,360 | $0 | $0 | $0 |
| 2022 | 2,533 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF SC | Recordkeeper | $1,322,970 | — | $1,322,970 |
| SWORD HEALTH TECHNOLOGIES, INC | Recordkeeper | $389,025 | — | $389,025 |
| CAPITAL RX, INC. | Recordkeeper | $324,116 | — | $324,116 |
| DELTA DENTAL OF KANSAS, INC. | Recordkeeper | $88,844 | — | $88,844 |
| LOCKTON COMPANIES, LLC | Investment Advisor | $11,224 | $64,804 | $76,028 |
| FIDELITY INVESTMENTS | Recordkeeper | $36,049 | — | $36,049 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,237,032
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |