401k Record

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NRC Health 401(k)

Administrative expenses excluding investment management, per participant · NRC Health 401(k) Retirement Plan · plan year 2024

$145.13

Higher than 73% of the 8,758 plans $50 to 250M that report it.

Source

= $96,654 / 666
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731165922NAL0002754035001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731165922NAL0002754035001, received 2025-07-31

10th: $16.21median $93.2090th: $246.84

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 2025-07-31.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$150.48

10th: $29.39median $132.8490th: $350.58

Higher than 57% of the 9,042 plans $50 to 250M that report it.

Source

= $100,219 / 666
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731165922NAL0002754035001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731165922NAL0002754035001, received 2025-07-31

Administrative expenses as a share of assets

0.181%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 64% of the 9,049 plans $50 to 250M that report it.

Source

= $100,219 / $55,428,820
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731165922NAL0002754035001, received 2025-07-31
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731165922NAL0002754035001, received 2025-07-31

Employer contributions per participant

$799

10th: $965median $2,73890th: $8,164

Higher than 8% of the 9,105 plans $50 to 250M that report it.

Source

= $532,280 / 666
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731165922NAL0002754035001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731165922NAL0002754035001, received 2025-07-31

Employer share of total contributions

11.6%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 5% of the 9,112 plans $50 to 250M that report it.

Source

= $532,280 / $4,575,898
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731165922NAL0002754035001, received 2025-07-31
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731165922NAL0002754035001, received 2025-07-31

Plan terms, as stated in NRC Health's SEC filings

Employer match

“Under the 401(k) plan, we match 25% of the first 6% of compensation contributed by each associate.”

Form 10-K filed 2026-03-05, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document

Vesting

“The employer contributions, which are discretionary, vest to participants at a rate of 20% per year.”

Form 10-K filed 2026-03-05, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250731165922NAL0002754035001, received 2025-07-31

Full record, NRC Health 401(k) Retirement Plan

FieldValueSource
Plan sponsorNATIONAL RESEARCH CORPORATIONForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250731165922NAL0002754035001, received 2025-07-31
Plan nameNRC HEALTH 401(K) RETIREMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250731165922NAL0002754035001, received 2025-07-31
Sponsor EIN / plan number47-0634000 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250731165922NAL0002754035001, received 2025-07-31
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250731165922NAL0002754035001, received 2025-07-31
Sponsor locationLINCOLN, NEForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250731165922NAL0002754035001, received 2025-07-31
Industry (business code)541910, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250731165922NAL0002754035001, received 2025-07-31
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250731165922NAL0002754035001, received 2025-07-31
Filing received2025-07-31Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250731165922NAL0002754035001, received 2025-07-31
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250731165922NAL0002754035001, received 2025-07-31
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250731165922NAL0002754035001, received 2025-07-31
Participants, beginning of year719Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250731165922NAL0002754035001, received 2025-07-31
Active participants365Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250731165922NAL0002754035001, received 2025-07-31
Participants, end of year686Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250731165922NAL0002754035001, received 2025-07-31
Participants with an account balance666Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731165922NAL0002754035001, received 2025-07-31
Total assets, beginning of year$48,220,867Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250731165922NAL0002754035001, received 2025-07-31
Total assets, end of year$55,428,820Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731165922NAL0002754035001, received 2025-07-31
Net assets, end of year$55,407,150Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250731165922NAL0002754035001, received 2025-07-31
Total income$12,416,683Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250731165922NAL0002754035001, received 2025-07-31
Net income$7,209,539Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250731165922NAL0002754035001, received 2025-07-31
Employer contributions$532,280Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731165922NAL0002754035001, received 2025-07-31
Participant contributions$3,699,175Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250731165922NAL0002754035001, received 2025-07-31
Other contributions (incl. rollovers)$344,443Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250731165922NAL0002754035001, received 2025-07-31
Total contributions$4,575,898Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731165922NAL0002754035001, received 2025-07-31
Benefit payments$5,106,925Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250731165922NAL0002754035001, received 2025-07-31
Total expenses (incl. benefit payments)$5,207,144Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250731165922NAL0002754035001, received 2025-07-31
Total administrative expenses$100,219Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731165922NAL0002754035001, received 2025-07-31
Contract administrator fees$96,654Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250731165922NAL0002754035001, received 2025-07-31
Investment advisory and management fees$3,565Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250731165922NAL0002754035001, received 2025-07-31
Administrative expenses excluding investment management$96,654derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731165922NAL0002754035001, received 2025-07-31
Held in mutual funds$53,245,258Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250731165922NAL0002754035001, received 2025-07-31
Independent auditorLUTZ & COMPANY, P.C.Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250731165922NAL0002754035001, received 2025-07-31

Position = column in the DOL layout for form year 2024. Filing 20250731165922NAL0002754035001, received 2025-07-31.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
JOHN HANCOCKrecordkeeperRETAINED BY EMPLOYER 15 Recordkeeping and information management; 37 Participant loan processing; 62 Float revenue; 64 Recordkeeping fees $101,805yes

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 20250731165922NAL0002754035001, received 2025-07-31.

What changed since the 2023 plan year

Figure20232024Change
Total assets$48,220,867$55,428,82014.9%
Participants with a balance714666-6.7%
Administrative expenses$110,023$100,219-8.9%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$561,057$532,280-5.1%

Prior filing 20240903143435NAL0010603571001, received 2024-09-03; the plan years are contiguous.

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Sponsor name as filed: NATIONAL RESEARCH CORPORATION; SEC registrant: NRC HEALTH (CIK 70487, matched by EIN).