Employers › Vivid Learning Systems
Recordkeeping fees per participant · Health and Safety Institute 401(k) Plan · plan year 2024
$301.42
Higher than 95% of the 14,075 plans $10 to 50M that report it.
= $141,971 / 471
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015123116NAL0004537361001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015123116NAL0004537361001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2025-10-15.
Administrative expenses excluding investment management, per participant
$301.42
Higher than 87% of the 24,371 plans $10 to 50M that report it.
= $141,971 / 471
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015123116NAL0004537361001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015123116NAL0004537361001, received 2025-10-15
Administrative expenses per participant
$301.42
Higher than 72% of the 25,098 plans $10 to 50M that report it.
= $141,971 / 471
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015123116NAL0004537361001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015123116NAL0004537361001, received 2025-10-15
Administrative expenses as a share of assets
0.485%
Higher than 80% of the 25,132 plans $10 to 50M that report it.
= $141,971 / $29,287,098
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015123116NAL0004537361001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015123116NAL0004537361001, received 2025-10-15
Employer contributions per participant
$2,279
Higher than 56% of the 24,050 plans $10 to 50M that report it.
= $1,073,635 / 471
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015123116NAL0004537361001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015123116NAL0004537361001, received 2025-10-15
Employer share of total contributions
30.7%
Higher than 60% of the 24,084 plans $10 to 50M that report it.
= $1,073,635 / $3,501,307
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015123116NAL0004537361001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015123116NAL0004537361001, received 2025-10-15
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015123116NAL0004537361001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HSI WORKPLACE COMPLIANCE SOLUTIONS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Plan name | HEALTH AND SAFETY INSTITUTE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Sponsor EIN / plan number | 91-1694268 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Sponsor location | FRISCO, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Industry (business code) | 541600, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Participants, beginning of year | 649 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Active participants | 461 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Participants, end of year | 643 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Participants with an account balance | 471 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Total assets, beginning of year | $24,439,784 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Total assets, end of year | $29,287,098 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Net assets, end of year | $29,287,098 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Total income | $6,697,893 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Net income | $4,847,314 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Employer contributions | $1,073,635 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Participant contributions | $2,227,748 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $199,924 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Total contributions | $3,501,307 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Benefit payments | $1,708,608 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $1,850,579 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Total administrative expenses | $141,971 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Recordkeeping fees | $141,971 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Administrative expenses excluding investment management | $141,971 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Held in common/collective trusts | $12,759,280 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Held in mutual funds | $15,837,872 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015123116NAL0004537361001, received 2025-10-15 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015123116NAL0004537361001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015123116NAL0004537361001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| BAC CAPITAL ADVISORS, LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 27 Investment advisory (plan); 38 Participant communication; 51 Investment management fees paid directly by plan | $92,634 | no |
| BENEFIT ADMINISTRATION COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 15 Recordkeeping and information management; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 70 Consulting fees | $54,729 | 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 20251015123116NAL0004537361001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $24,439,784 | $29,287,098 | 19.8% |
| Participants with a balance | 503 | 471 | -6.4% |
| Administrative expenses | $115,470 | $141,971 | 23.0% |
| Recordkeeping fees per participant | $229.56 | $301.42 | 31.3% |
| Employer contributions | $1,106,360 | $1,073,635 | -3.0% |
Prior filing 20241014100513NAL0026981281001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: HSI WORKPLACE COMPLIANCE SOLUTIONS, INC.; SEC registrant: Vivid Learning Systems, Inc. (CIK 1290689, matched by EIN).