Plan Ledger DOL Form 5500 · updated monthly

Digestive Disease Specialists, Inc.401(k)

SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Digestive Disease Specialists, Inc. reported $153,167 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $8,710 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 0.33% to 0.41%. 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 138th-largest of 724 plans among Oklahoma employers on file, and the 2,168th of 11,911 in health care & social assistance. In 2024, the employer put in $2.31 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$41,719,184
Participants with balances312
Active participants185
Employer contributions$1,611,415
Employee contributions$697,912
Employer contribution per active participant$8,710
Average account balance$133,715
Benefits paid to participants$1,338,555
Plan auditUnmodified (clean) audit opinion
AuditorFINLEY & COOK, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$41.7M · 312 accts · $1.6M emplr
2023$33.8M · 304 accts · $1.4M emplr
2022$27.4M · 292 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Investment management$153,167
Total administrative$153,167
The Digestive Disease Specialists, Inc. 401(k) match · 2024
Employer contribution per active participant$8,710
Median for plans this size$2,416
2024$8,710 per active participant
2023$7,642 per active participant
2022$7,201 per active participant

Digestive Disease Specialists, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
KESTRA · Investment management$99,448
MERRILL LYNCH · Investment management$34,574
CHARLES SCHWAB · Investment management$10,199
WELLS FARGO · Investment management$5,746

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$153,167 · 0.41%
2023$111,813 · 0.37%
2022$96,254 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Oklahoma Blood Institute OK$51.3M · 0.18%
The Children's Center, Inc. OK$42.0M · 0.43%
Amity Care LLC OK$32.3M · 0.56%
Variety Care, Inc. OK$28.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731121127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.