Plan Ledger DOL Form 5500 · updated monthly

Amity Care LLC401(k)

BRIDGES HEALTH 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Amity Care LLC reported $170,450 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $318 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 3 years on file its reported administrative ratio has held roughly steady near 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 168th-largest of 724 plans among Oklahoma employers on file, and the 2,614th of 11,911 in health care & social assistance. In 2024, employees put in $3.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,307,896
Participants with balances1,125
Active participants2,759
Employer contributions$878,059
Employee contributions$3,051,510
Employer contribution per active participant$318
Average account balance$28,718
Benefits paid to participants$3,535,188
Plan auditUnmodified (clean) audit opinion
AuditorEIDE BAILEY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$32.3M · 1,125 accts · $878K emplr
2023$28.3M · 2,781 accts · $829K emplr
2022$23.9M · 1,052 accts · $670K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$170,450
Total administrative$170,450
The Amity Care LLC 401(k) match · 2024
Employer contribution per active participant$318
Median for plans this size$2,416
2024$318 per active participant
2023$298 per active participant
2022$241 per active participant

Amity Care LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$17,045
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp
WEALTH ADVSORY SERVICES, LLC · Investment advisory (plan)indirect comp
EMPLOYEE BENEFITS GROUP, LLC · Other servicesindirect comp

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

Administrative cost history3
2024$170,450 · 0.56%
2023$146,059 · 0.56%
2022$135,271 · 0.54%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
The Children's Center, Inc. OK$42.0M · 0.43%
Variety Care, Inc. OK$28.5M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 731554671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.