Plan Ledger DOL Form 5500 · updated monthly

Mental Health Association in Tul401(k)

MHAOK 401(K) PLAN · TULSA, OK · plan year 2022

Reported admin expense ratio · 2022
0.83%

Mental Health Association in Tul reported $4,820 in plan administrative expenses for 2022: 0.83% of average plan assets, below the peer median. 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 health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (703rd of 724), and 11,218th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$649,766
Participants with balances76
Active participants148
Employer contributions—
Employee contributions$184,198
Employer contribution per active participant—
Average account balance$8,550
Benefits paid to participants$67,336
Plan auditUnmodified (clean) audit opinion
AuditorCONKLIN, GILPIN, & WERTZ
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$4,820 · 0.83%
Same employer
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Smith Home Care LLC OK$798K · 0.35%
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Aky MD, LLC OK$718K · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730657931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.