Plan Ledger DOL Form 5500 · updated monthly

Loving Care Management, Inc.401(k)

LOVING CARE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN · OKLAHOMA CITY, OK · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Loving Care Management, Inc. reported $500 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $323 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oklahoma (706th of 724), and 11,422nd of 11,654 in professional & technical services. In 2022, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$517,650
Participants with balances46
Active participants81
Employer contributions$26,178
Employee contributions$49,502
Employer contribution per active participant$323
Average account balance$11,253
Benefits paid to participants$84,744
Plan auditDisclaimer of opinion
AuditorROSE ROCK CPAS, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$500
Total administrative$500
The Loving Care Management, Inc. 401(k) match · 2022
Employer contribution per active participant$323
Median for plans this size$331

Loving Care Management, Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$500 · 0.08%
Similar plansProfessional & Technical Services · Oklahoma
Fusion Industries LLC OK$1.7M · 1.92%
True Care Ventures LLC NY$528K · 1.69%
Smart Ims NJ$518K · 1.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731586613 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.