Plan Ledger DOL Form 5500 · updated monthly

Deer Oaks Mental Health Associates, PC & Affiliated Entities401(k)

DOMHA 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.79%

Deer Oaks Mental Health Associates, PC & Affiliated Entities reported $57,396 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. 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 fell from 1.26% to 0.79%. 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 (3,387th of 5,688), and 6,445th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$8,002,849
Participants with balances477
Active participants509
Employer contributions—
Employee contributions$1,729,630
Employer contribution per active participant—
Average account balance$16,777
Benefits paid to participants$1,087,536
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 477 accts
2023$6.5M · 426 accts
2022$5.1M · 420 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,980
Investment management$12,416
Total administrative$57,396
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$44,980
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$12,406

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$57,396 · 0.79%
2023$43,652 · 0.75%
2022$67,183 · 1.26%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Jetty United TX$8.1M · 1.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742732391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.