Plan Snapshot
- Plan Sponsor: Newton Healthcare Corporation
- Sponsor EIN: 481040759
- Sponsor Address: P.O. BOX 308, NEWTON, KS, 671140308
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,078
- Total Assets: $64.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,078 | $64.7M | $0 | $0 |
| 2024 | 778 | $55.1M | $1.1M | $2.1M |
| 2023 | 592 | $52.4M | $1.1M | $2.0M |
| 2022 | 633 | $46.9M | $1.1M | $2.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $64,785 | — | $64,785 |
| INSTRUST BANK, N.A. | Investment Advisor | $34,471 | — | $34,471 |
| PENTEGRA TPA DIVISION | Other Service Provider | $28,716 | — | $28,716 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,972
- Estimated Expense Ratio: 0.198% 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 |
|---|---|---|---|---|---|
| 2025 | $3,466,076 | $34,471 | $28,716 | — | — |
| 2024 | $130,775 | $27,281 | — | — | — |
| 2023 | $95,448 | $39,243 | — | — | — |
| 2022 | $130,194 | $9,375 | — | — | — |