# Netsmart Technologies, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/netsmart-technologies-inc-133680154-507

> Netsmart Technologies, INC.'s Health & Welfare plan: 2,515 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Netsmart Technologies, INC.

- **Sponsor EIN:** 133680154

- **Sponsor Address:** 11100 NALL AVENUE, OVERLAND PARK, KS, 66211

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/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|—|—|—|—|—|

## Similar Plans

- [Euronet Worldwide, INC.](https://planprovider.pro/companies/euronet-worldwide-inc-401k-plan) — 360 participants

- [Saicon Consultants, INC Employee Benefits Plan](https://planprovider.pro/companies/saicon-consultants-inc-employee-benefits-plan-481196609-501) — 126 participants

- [Tri-Com Technical Service, Lc](https://planprovider.pro/companies/tri-com-technical-service-lc-401k-plan) — 105 participants

- [Retail Success LLC](https://planprovider.pro/companies/retail-success-llc-401k-plan) — 80 participants

- [Genuen LLC](https://planprovider.pro/companies/genuen-llc-401k-plan) — 79 participants

- [Thompson Technologies, INC.](https://planprovider.pro/companies/thompson-technologies-inc-401k-plan) — 38 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/netsmart-technologies-inc-133680154-507)

© 2026 PlanProvider.Pro