Plan Ledger DOL Form 5500 · updated monthly

Advanced Orthopedics of Oklahoma, PLLC401(k)

ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN · TULSA, OK · plan year 2023

Reported admin expense ratio · 2023
0.12%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Advanced Orthopedics of Oklahoma, PLLC reported $79,009 in plan administrative expenses for 2023: 0.12% of average plan assets, below the peer median. Employer contributions averaged $8,003 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.08% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 77th-largest of 724 plans among Oklahoma employers on file, and the 1,429th of 11,911 in health care & social assistance. In 2023, the employer put in $1.60 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$70,991,379
Participants with balances330
Active participants206
Employer contributions$1,648,578
Employee contributions$1,030,899
Employer contribution per active participant$8,003
Average account balance$215,125
Benefits paid to participants$5,958,727
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$70.4M · 323 accts · $1.7M emplr
2023$71.0M · 330 accts · $1.6M emplr
2022$64.0M · 320 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,628
Investment management$42,424
Trustee / custodial$34,957
Total administrative$79,009
The Advanced Orthopedics of Oklahoma, PLLC 401(k) match · 2023
Employer contribution per active participant$8,003
Median for plans this size$3,659
2024$5,776 per active participant
2023$8,003 per active participant
2022$5,789 per active participant

Advanced Orthopedics of Oklahoma, PLLC's 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
THE TRUST COMPANY OF OKLAHOMA · Recordkeeping · Trustee$79,009

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024THE TRUST COMPANY OF OKLAHOMA
2023THE TRUST COMPANY OF OKLAHOMA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$111,888 · 0.16%
2023$79,009 · 0.12%
2022$56,515 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Oklahoma Heart Hospital LLC OK$340.0M · 0.04%
McBride Clinic, Inc. OK$117.4M · 0.05%
Communitycare, HMO, Inc. OK$61.4M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 813249663 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.