Plan Ledger DOL Form 5500 · updated monthly

Oak Hill Capital Management, LLC401(k)

OAK HILL CAPITAL 401(K) PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Oak Hill Capital Management, LLC reported $19,650 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $19,504 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 rose from 0.00% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 298th-largest of 1,106 plans among Connecticut employers on file, and the 1,612th of 4,798 in finance & insurance. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$52,048,628
Participants with balances111
Active participants55
Employer contributions$1,072,727
Employee contributions$940,653
Employer contribution per active participant$19,504
Average account balance$468,907
Benefits paid to participants$2,655,509
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.0M · 111 accts · $1.1M emplr
2023$44.3M · 102 accts · $1.1M emplr
2022$35.9M · 104 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Investment management$42,000
Total administrative$19,650
The Oak Hill Capital Management, LLC 401(k) match · 2024
Employer contribution per active participant$19,504
Median for plans this size$2,416
2024$19,504 per active participant
2023$21,135 per active participant
2022$18,626 per active participant

Oak Hill Capital Management, LLC'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 · 20242
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$42,829
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$19,650 · 0.04%
2023$12,848 · 0.03%
2022$25 · 0.00%
Similar plansFinance & Insurance · Connecticut
Littlejohn & Co., LLC CT$55.7M · 0.03%
Catic Fincncial, Inc. CT$52.1M · 0.09%
Ion Financial, Mhc CT$50.8M · 0.14%
Chelsea Groton Bank CT$47.6M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 432059713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.