Plan Ledger DOL Form 5500 · updated monthly

Aoc Opco, LLC401(k)

ANGELS OF CARE 401(K) PLAN · MCKINNEY, TX · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

Aoc Opco, LLC reported $72,317 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $32 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 0.55% to 0.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,071st of 5,688), and the 5,705th of 11,911 in health care & social assistance. In 2024, employees put in $7.89 for every $1.00 the employer contributed; active participation has grown from 5,503 to 10,955 since 2022.

Plan summary
Net assets, end of year$9,983,163
Participants with balances914
Active participants10,955
Employer contributions$347,521
Employee contributions$2,742,932
Employer contribution per active participant$32
Average account balance$10,922
Benefits paid to participants$662,218
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$10.0M · 914 accts · $348K emplr
2023$6.2M · 708 accts · $238K emplr
2022$3.7M · 368 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,404
Investment management$4,463
Total administrative$72,317
The Aoc Opco, LLC 401(k) match · 2024
Employer contribution per active participant$32
Median for plans this size$1,313
2024$32 per active participant
2023$29 per active participant

Aoc Opco, LLC's 2024 employer contribution ran below the $1,313 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 · 20242
KESTRA ADVISORY SERVICES LLCindirect comp

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

Administrative cost history4
2025Not separately reported
2024$72,317 · 0.89%
2023$45,127 · 0.91%
2022$20,571 · 0.55%
Similar plansHealth Care & Social Assistance · Texas
Work Services Corporation TX$10.1M · 0.15%
San Antonio Eye Center TX$10.1M · 0.33%
Nutex Health Holdco, LLC TX$9.3M · 2.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834225264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.