Plan Ledger DOL Form 5500 · updated monthly

Indiana Oral & Maxillofacial Surgery Associates,401(k)

IOMSA, P.C. RETIREMENT PLAN · FISHERS, IN · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Indiana Oral & Maxillofacial Surgery Associates, reported $4,300 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,316 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 fell from 0.014% to 0.012%. 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 369th-largest of 1,562 plans among Indiana employers on file, and the 2,406th of 11,911 in health care & social assistance. In 2024, the employer put in $1.30 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$36,325,679
Participants with balances120
Active participants94
Employer contributions$687,719
Employee contributions$527,054
Employer contribution per active participant$7,316
Average account balance$302,714
Benefits paid to participants$2,653,326
Plan auditUnmodified (clean) audit opinion
AuditorL.M. HENDERSON & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$36.3M · 120 accts · $688K emplr
2023$33.4M · 122 accts · $667K emplr
2022$30.8M · 130 accts · $682K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,300
Total administrative$4,300
The Indiana Oral & Maxillofacial Surgery Associates, 401(k) match · 2024
Employer contribution per active participant$7,316
Median for plans this size$2,416
2024$7,316 per active participant
2023$7,023 per active participant
2022$6,754 per active participant

Indiana Oral & Maxillofacial Surgery Associates,'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 · 20243
CBIZ BENEFITS & INS SERVICES INC · Contract administrator · Other services$1,950
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$1,825
AMERICAN PENSION ADVISORS, LTD · Contract administrator · Other services$525

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$4,300 · 0.01%
2023$5,299 · 0.02%
2022$4,804 · 0.01%
Similar plansHealth Care & Social Assistance · Indiana
Heart of Cardon LLC IN$36.7M · 0.79%
Indiana Spine Group, P.C. IN$36.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351956068 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.