Plan Ledger DOL Form 5500 · updated monthly

Oakmont Management Group LLC401(k)

OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Oakmont Management Group LLC reported $109,978 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $227 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 0.34% to 0.41%. 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 2,547th-largest of 9,483 plans among California employers on file, and the 2,627th of 11,911 in health care & social assistance. In 2024, employees put in $5.69 for every $1.00 the employer contributed; active participation has grown from 4,009 to 6,467 since 2022.

Plan summary
Net assets, end of year$32,124,931
Participants with balances2,474
Active participants6,467
Employer contributions$1,465,427
Employee contributions$8,337,874
Employer contribution per active participant$227
Average account balance$12,985
Benefits paid to participants$3,381,730
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.1M · 2,474 accts · $1.5M emplr
2023$20.9M · 2,265 accts · $989K emplr
2022$11.4M · 1,436 accts · $642K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,536
Investment management$1,442
Total administrative$109,978
The Oakmont Management Group LLC 401(k) match · 2024
Employer contribution per active participant$227
Median for plans this size$2,416
2024$227 per active participant
2023$161 per active participant
2022$160 per active participant

Oakmont Management Group LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$109,978

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$109,978 · 0.41%
2023$59,430 · 0.37%
2022$34,724 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · California
Sbcs CA$32.5M · 0.29%
Thekey CA$32.3M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461228206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.