Plan Ledger DOL Form 5500 · updated monthly

Oakbrook Surgical Centre, Inc401(k)

OAKBROOK MEDICAL AND SURGICAL CENTRE, INC. 401K P/S PLAN · OAK BROOK, IL · plan year 2023

Reported admin expense ratio · 2023
0.03%

Oakbrook Surgical Centre, Inc reported $605 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,356th of 3,702), and 10,011th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,050,690
Participants with balances97
Active participants60
Employer contributions—
Employee contributions$100,664
Employer contribution per active participant—
Average account balance$21,141
Benefits paid to participants$55,012
Plan auditUnmodified (clean) audit opinion
AuditorDHJJ
Plan history2
Yearassets · accounts · employer contribution
2023$2.1M · 97 accts
2022$1.8M · 104 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$605
Total administrative$605
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ADP, INC. · Recordkeeping$605
ADP BROKER-DEALER · Other servicesindirect comp
MORGAN STANLEY SMITH BARNEY LLC · 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 history2
2023$605 · 0.03%
2022$440 · 0.02%
Similar plansHealth Care & Social Assistance · Illinois
Goldie B. Floberg Center IL$2.1M · 1.42%
Snap Diagnostics LLC IL$2.0M · 0.21%
El Valor Corporation IL$1.6M · 1.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363317971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.