Plan Ledger DOL Form 5500 · updated monthly

Enhance Management LLC401(k)

ENHANCE MANAGEMENT 401(K) PLAN · EDMOND, OK · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Enhance Management LLC reported $956 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,524 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 1 year on file its reported administrative ratio rose from 0.01% to 0.03%. 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 Oklahoma (581st of 724), and 8,591st of 11,911 in health care & social assistance. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,940,714
Participants with balances192
Active participants120
Employer contributions$182,832
Employee contributions$432,660
Employer contribution per active participant$1,524
Average account balance$20,525
Benefits paid to participants$325,271
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.9M · 192 accts · $183K emplr
2023$2.9M · 124 accts · $127K emplr
The Enhance Management LLC 401(k) match · 2024
Employer contribution per active participant$1,524
Median for plans this size$1,313
2024$1,524 per active participant
2023$552 per active participant

Enhance Management LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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
EDWARD D JONES & CO LP · Investment advisory (plan)$10,155
PENSION SOLUTIONS, INC. · Contract administrator$4,375
EMPOWER ADVISORY GROUP, LLC · Investment management$720

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$956 · 0.03%
2023$252 · 0.01%
Similar plansHealth Care & Social Assistance · Oklahoma
Spring Dental OK$3.8M · 2.57%
The Winters Group LLC OK$3.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 884257079 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.