Plan Ledger DOL Form 5500 · updated monthly

American Oncology Network, Inc.401(k)

AMERICAN ONCOLOGY NETWORK, INC. 401(K) PROFIT SHARING PLAN AND TRUST · FORT MYERS, FL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

American Oncology Network, Inc. reported $167,727 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $2,216 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 321st-largest of 3,644 plans among Florida employers on file, and the 1,102nd of 11,911 in health care & social assistance. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$100,119,745
Participants with balances1,208
Active participants1,785
Employer contributions$3,956,352
Employee contributions$7,564,365
Employer contribution per active participant$2,216
Average account balance$82,881
Benefits paid to participants$10,487,669
Plan auditUnmodified (clean) audit opinion
AuditorKERKERING, BARBERIO & CO
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$166,781
Total administrative$167,727
The American Oncology Network, Inc. 401(k) match · 2024
Employer contribution per active participant$2,216
Median for plans this size$3,635

American Oncology Network, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$166,501
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

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

Administrative cost history1
2024$167,727 · 0.19%
Same employer
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Lakeview Center, Inc. FL$116.7M · 0.30%
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One Call Corporation FL$97.7M · 0.39%
Kidz Medical Services, Inc. FL$90.7M · 0.23%
Bond & Steele Clinic, P.A. FL$89.6M · 0.01%
Atlantic Dental Care, PLC FL$89.2M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853984427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.