Plan Ledger DOL Form 5500 · updated monthly

Cherokee Nation Home Health401(k)

CHEROKEE NATION HOME HEALTH 401(K) PROFIT SHARING PLAN & TRUST · TAHLEQUAH, OK · plan year 2024

Reported admin expense ratio · 2024
3.29%

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

Cherokee Nation Home Health reported $8,925 in plan administrative expenses for 2024: 3.29% of average plan assets, higher 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 3 years on file its reported administrative ratio has held roughly steady near 3.29%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (709th of 724), and 11,572nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$303,620
Participants with balances263
Active participants95
Employer contributions$0
Employee contributions$39,902
Employer contribution per active participant$0
Average account balance$1,154
Benefits paid to participants$2,141
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$304K · 263 accts
2022$219K · 233 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,065
Trustee / custodial$860
Total administrative$8,925
The Cherokee Nation Home Health 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Cherokee Nation Home Health's 2024 employer contribution ran below the $540 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 · 20241
PAYCHEX, INC. · Recordkeeping$8,307

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

Administrative cost history2
2024$8,925 · 3.29%
2022$8,901 · 3.30%
Similar plansHealth Care & Social Assistance · Oklahoma
Aky MD, LLC OK$718K · 0.49%
Think Ability, Inc. OK$132K · 4.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731549064 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.