National Healthcare Solutions, I 401(k) match, vesting and fees
What National Healthcare Solutions, I's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fuller Wealth Management, LLC | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| National Healthcare Solutions, I: employer contribution per participant | $2,583 | |
| Peer median | $2,868 |
| National Healthcare Solutions, I: average balance | $51,553 | |
| Peer median | $95,281 |
| National Healthcare Solutions, I: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.2M at the end of plan year 2021 to $12.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 332 | $12.2M | $612K | $2,583 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 288 | $11.2M | $528K | $2,565 | 0.50% | Not published | Form 5500 ↗ |
| 2022 | 243 | $8.2M | $421K | $2,365 | 0.52% | Not published | Form 5500 ↗ |
| 2021 | 203 | $8.2M | $411K | $2,462 | 0.50% | Not published | Form 5500 ↗ |
Common questions
Does National Healthcare Solutions, I match 401(k) contributions?
The match terms for the Nhsi 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $612K in employer contributions, about $2,583 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Healthcare Solutions, I 401(k) match vested?
The vesting schedule for the Nhsi 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Healthcare Solutions, I 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fuller Wealth Management, LLC. The plan administrator is National Healthcare Solutions, I.
I left National Healthcare Solutions, I. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Healthcare Solutions, I, (214) 420-2736) or the recordkeeper, Fuller Wealth Management, LLC. The National Healthcare Solutions, I old 401(k) page lists the contacts from every plan filing. Find an old National Healthcare Solutions, I 401(k)
Data from the public Form 5500 annual reports National Healthcare Solutions, I filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with National Healthcare Solutions, I. Not financial advice. Report a correction · Methodology