Plan Ledger DOL Form 5500 · updated monthly

Healthcrest Surgical Management, LLC401(k)

HEALTHCREST SURGICAL 401(K) PLAN · EDMOND, OK · plan year 2025

Reported admin expense ratio · 2025
0.46%

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

Healthcrest Surgical Management, LLC reported $61,474 in plan administrative expenses for 2025: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,454 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 fell from 0.74% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 316th-largest of 724 plans among Oklahoma employers on file, and the 4,540th of 11,911 in health care & social assistance. In 2025, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 268 to 336 since 2022.

Plan summary
Net assets, end of year$14,774,531
Participants with balances444
Active participants336
Employer contributions$488,506
Employee contributions$910,560
Employer contribution per active participant$1,454
Average account balance$33,276
Benefits paid to participants$968,083
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.8M · 444 accts · $489K emplr
2024$12.1M · 394 accts · $465K emplr
2023$11.7M · 360 accts · $369K emplr
2022$9.5M · 330 accts · $314K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$60,780
Investment management$694
Total administrative$61,474
The Healthcrest Surgical Management, LLC 401(k) match · 2025
Employer contribution per active participant$1,454
Median for plans this size$2,666
2025$1,454 per active participant
2024$1,270 per active participant
2023$1,265 per active participant
2022$1,172 per active participant

Healthcrest Surgical Management, LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
NOVA 401(K) ASSOCIATES · Other servicesindirect comp

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

Administrative cost history4
2025$61,474 · 0.46%
2024$135,618 · 1.14%
2023$77,324 · 0.73%
2022$71,894 · 0.74%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Centennial Health, P.C. OK$12.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813933873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.