Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Healthstream
Healthstream 401(k)
- HSTM Nasdaq
- Professional, scientific, and technical services
- Nashville, TN
- EIN 62-1443555
- 1 plan with Schedule H financials
- Plan year 2024
- Healthstream, Inc.
- SEC registrant Healthstream Inc
Administrative expenses excluding investment management, per participant · Healthstream, Inc. 401(k) Plan · plan year 2024
$170.42
Higher than 80% of the 8,758 plans $50 to 250M that report it.
Source
= $236,025 / 1,385
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003091340NAL0000715155001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003091340NAL0000715155001, received 2025-10-03
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-03.
Cost and contributions
Administrative expenses per participant
$170.42
Higher than 63% of the 9,042 plans $50 to 250M that report it.
Source
= $236,025 / 1,385
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003091340NAL0000715155001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003091340NAL0000715155001, received 2025-10-03
Administrative expenses as a share of assets
0.238%
Higher than 78% of the 9,049 plans $50 to 250M that report it.
Source
= $236,025 / $99,022,569
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003091340NAL0000715155001, received 2025-10-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003091340NAL0000715155001, received 2025-10-03
Employer contributions per participant
$1,122
Higher than 12% of the 9,105 plans $50 to 250M that report it.
Source
= $1,553,697 / 1,385
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003091340NAL0000715155001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003091340NAL0000715155001, received 2025-10-03
Employer share of total contributions
11.9%
Higher than 6% of the 9,112 plans $50 to 250M that report it.
Source
= $1,553,697 / $13,110,692
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003091340NAL0000715155001, received 2025-10-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003091340NAL0000715155001, received 2025-10-03
Plan terms, as stated in Healthstream, Inc.'s SEC filings
Plan terms are described in Healthstream, Inc.'s SEC filings: Form 10-K filed 2026-02-27. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251003091340NAL0000715155001, received 2025-10-03
Full record, Healthstream, Inc. 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HEALTHSTREAM, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Plan name | HEALTHSTREAM, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Sponsor EIN / plan number | 62-1443555 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Sponsor location | NASHVILLE, TN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Industry (business code) | 541519, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Filing received | 2025-10-03 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Participants, beginning of year | 1,453 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Active participants | 1,081 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Participants, end of year | 1,445 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Participants with an account balance | 1,385 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Total assets, beginning of year | $85,101,390 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Total assets, end of year | $99,022,569 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Net assets, end of year | $99,022,569 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Total income | $24,972,967 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Net income | $13,921,179 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Employer contributions | $1,553,697 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Participant contributions | $10,776,938 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Other contributions (incl. rollovers) | $780,057 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Total contributions | $13,110,692 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Benefit payments | $10,815,763 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Total expenses (incl. benefit payments) | $11,051,788 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Total administrative expenses | $236,025 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Administrative expenses excluding investment management | $236,025 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Held in common/collective trusts | $951,989 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Held in mutual funds | $97,267,299 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251003091340NAL0000715155001, received 2025-10-03 |
| Independent auditor | LBMC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251003091340NAL0000715155001, received 2025-10-03 |
Position = column in the DOL layout for form year 2024. Filing 20251003091340NAL0000715155001, received 2025-10-03.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 25 Trustee (directed); 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 99 Other fees | $145,050 | yes |
| VANGUARD ADVISERS INC. | NONE | 26 Investment advisory (participants) | $38,025 | no |
| WELLS FARGO ADVISORS | NONE | 27 Investment advisory (plan) | $30,000 | no |
| ROBERT W BAIRD INC | NONE | 27 Investment advisory (plan) | $25,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251003091340NAL0000715155001, received 2025-10-03.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $85,101,390 | $99,022,569 | 16.4% |
| Participants with a balance | 1,383 | 1,385 | 0.1% |
| Administrative expenses | $230,309 | $236,025 | 2.5% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,430,114 | $1,553,697 | 8.6% |
Prior filing 20241014204132NAL0045909600001, received 2024-10-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: HEALTHSTREAM, INC.; SEC registrant: HEALTHSTREAM INC (CIK 1095565, matched by EIN; display name from the Form 10-K cover).