401k Record

Employers › TruBridge

TruBridge 401(k)

Recordkeeping fees per participant · Trubridge 401(k) Retirement Plan · plan year 2024

$85.14

Higher than 63% of the 5,847 plans $50 to 250M that report it.

Source

= $197,526 / 2,320
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926090435NAL0008410577001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926090435NAL0008410577001, received 2025-09-26

10th: $10.22median $69.9190th: $151.08

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 2025-09-26.

Cost and contributions

Administrative expenses excluding investment management, per participant

$85.14

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

Higher than 45% of the 8,758 plans $50 to 250M that report it.

Source

= $197,526 / 2,320
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926090435NAL0008410577001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926090435NAL0008410577001, received 2025-09-26

Administrative expenses per participant

$108.23

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

Higher than 40% of the 9,042 plans $50 to 250M that report it.

Source

= $251,089 / 2,320
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926090435NAL0008410577001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926090435NAL0008410577001, received 2025-09-26

Administrative expenses as a share of assets

0.134%

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

Higher than 49% of the 9,049 plans $50 to 250M that report it.

Source

= $251,089 / $187,047,169
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926090435NAL0008410577001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926090435NAL0008410577001, received 2025-09-26

Employer contributions per participant

$1,406

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

Higher than 18% of the 9,105 plans $50 to 250M that report it.

Source

= $3,260,856 / 2,320
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926090435NAL0008410577001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926090435NAL0008410577001, received 2025-09-26

Employer share of total contributions

21.4%

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

Higher than 23% of the 9,112 plans $50 to 250M that report it.

Source

= $3,260,856 / $15,241,286
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926090435NAL0008410577001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926090435NAL0008410577001, received 2025-09-26

Plan terms, as stated in TruBridge, Inc.'s SEC filings

Plan terms are described in TruBridge, Inc.'s SEC filings: Form 10-K filed 2026-03-31. 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 · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926090435NAL0008410577001, received 2025-09-26

Full record, Trubridge 401(k) Retirement Plan

FieldValueSource
Plan sponsorTRUBRIDGE, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926090435NAL0008410577001, received 2025-09-26
Plan nameTRUBRIDGE 401(K) RETIREMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250926090435NAL0008410577001, received 2025-09-26
Sponsor EIN / plan number74-3032373 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926090435NAL0008410577001, received 2025-09-26
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926090435NAL0008410577001, received 2025-09-26
Sponsor locationMOBILE, ALForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926090435NAL0008410577001, received 2025-09-26
Industry (business code)541519, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926090435NAL0008410577001, received 2025-09-26
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926090435NAL0008410577001, received 2025-09-26
Filing received2025-09-26Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926090435NAL0008410577001, received 2025-09-26
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926090435NAL0008410577001, received 2025-09-26
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250926090435NAL0008410577001, received 2025-09-26
Participants, beginning of year2,760Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926090435NAL0008410577001, received 2025-09-26
Active participants1,821Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926090435NAL0008410577001, received 2025-09-26
Participants, end of year2,416Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926090435NAL0008410577001, received 2025-09-26
Participants with an account balance2,320Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926090435NAL0008410577001, received 2025-09-26
Total assets, beginning of year$177,574,695Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926090435NAL0008410577001, received 2025-09-26
Total assets, end of year$187,047,169Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926090435NAL0008410577001, received 2025-09-26
Net assets, end of year$187,047,169Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926090435NAL0008410577001, received 2025-09-26
Total income$40,835,104Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926090435NAL0008410577001, received 2025-09-26
Net income$9,472,474Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926090435NAL0008410577001, received 2025-09-26
Employer contributions$3,260,856Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926090435NAL0008410577001, received 2025-09-26
Participant contributions$11,014,923Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926090435NAL0008410577001, received 2025-09-26
Other contributions (incl. rollovers)$965,507Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926090435NAL0008410577001, received 2025-09-26
Total contributions$15,241,286Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926090435NAL0008410577001, received 2025-09-26
Benefit payments$31,101,601Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926090435NAL0008410577001, received 2025-09-26
Total expenses (incl. benefit payments)$31,362,630Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926090435NAL0008410577001, received 2025-09-26
Total administrative expenses$251,089Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926090435NAL0008410577001, received 2025-09-26
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250926090435NAL0008410577001, received 2025-09-26
Recordkeeping fees$197,526Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926090435NAL0008410577001, received 2025-09-26
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250926090435NAL0008410577001, received 2025-09-26
Investment advisory and management fees$53,563Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250926090435NAL0008410577001, received 2025-09-26
Administrative expenses excluding investment management$197,526derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926090435NAL0008410577001, received 2025-09-26
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250926090435NAL0008410577001, received 2025-09-26
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926090435NAL0008410577001, received 2025-09-26
Held in mutual funds$181,228,949Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926090435NAL0008410577001, received 2025-09-26
Independent auditorWILKINS MILLER, LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926090435NAL0008410577001, received 2025-09-26

Position = column in the DOL layout for form year 2024. Filing 20250926090435NAL0008410577001, received 2025-09-26.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $197,526yes
STRATEGIC ADVISORS, INC.ADVISOR 27 Investment advisory (plan) $53,563no

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 20250926090435NAL0008410577001, received 2025-09-26.

What changed since the 2023 plan year

Figure20232024Change
Total assets$177,574,695$187,047,1695.3%
Participants with a balance2,6232,320-11.6%
Administrative expenses$90,961$251,089176.0%
Recordkeeping fees per participant$12.83$85.14563.5%
Employer contributions$3,478,595$3,260,856-6.3%

Prior filing 20240829080442NAL0007460179001, received 2024-08-29; the plan years are contiguous.

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Sponsor name as filed: TRUBRIDGE, INC.; SEC registrant: TruBridge, Inc. (CIK 1169445, matched by EIN; display name from the Form 10-K cover).