Plan Snapshot
- Plan Sponsor: Netsmart Technologies, INC.
- Sponsor EIN: 133680154
- Sponsor Address: 11100 NALL AVENUE, OVERLAND PARK, KS, 62111
- Plan Type: 401(k)
- Total Participants: 2,683
- Total Assets: $283.5M
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 | 2,683 | $283.5M | $6.5M | $22.5M |
| 2023 | 2,545 | $236.3M | $6.3M | $21.3M |
| 2022 | 2,634 | $182.2M | $6.1M | $20.5M |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $373,064 | $80,000 | — | — | — |
| 2023 | $314,251 | $80,000 | $1,200 | — | — |
| 2022 | $336,467 | — | — | — | — |