Plan Ledger DOL Form 5500 · updated monthly

Central State Community Servic401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC. · TULSA, OK · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Central State Community Servic reported $1,235 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.06% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (669th of 724), and 10,631st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,303,324
Participants with balances204
Active participants149
Employer contributions$0
Employee contributions$131,415
Employer contribution per active participant$0
Average account balance$6,389
Benefits paid to participants$146,250
Plan auditUnmodified (clean) audit opinion
AuditorHEATHERINGTON & FIELDS
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 113 accts
2023$1.3M · 204 accts
2022$1.2M · 207 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,235
Total administrative$1,235
The Central State Community Servic 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Central State Community Servic's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,235

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$833 · 0.07%
2023$1,235 · 0.10%
2022$703 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Catalyst Dental LLC OK$2.0M · 1.57%
Diakonos Group, LLC OK$1.8M · 0.81%
A New Leaf, Inc. OK$1.2M · 0.07%
Maric Healthcare, LLC OK$1.1M · 1.95%
Positive Changes OK$937K · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742549283 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.