Plan Ledger DOL Form 5500 · updated monthly

Oaks Integrated Care, Inc.403(b)

OAKS INTEGRATED CARE, INC. 403(B) SAVINGS PLAN · MOUNT HOLLY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Oaks Integrated Care, Inc. reported $60,223 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $5,151 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 0.13% to 0.14%. 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 594th-largest of 2,419 plans among New Jersey employers on file, and the 1,957th of 11,911 in health care & social assistance. In 2024, the employer put in $3.64 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$47,387,948
Participants with balances1,261
Active participants1,165
Employer contributions$6,001,434
Employee contributions$1,647,234
Employer contribution per active participant$5,151
Average account balance$37,580
Benefits paid to participants$4,526,820
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$47.4M · 1,261 accts · $6.0M emplr
2023$41.1M · 1,237 accts · $5.2M emplr
2022$34.4M · 1,399 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,006
Investment management$30,217
Total administrative$60,223
Employer contributions to the Oaks Integrated Care, Inc. plan · 2024
Employer contribution per active participant$5,151
Median for plans this size$2,416
2024$5,151 per active participant
2023$4,455 per active participant
2022$4,002 per active participant

Oaks Integrated Care, Inc.'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 · 20243
LINCOLN NATIONAL CORPORATION · Contract administrator$30,006
ENVESTNET RETIREMENT SOLUTIONS LLC · Investment advisory (plan)$17,267
INNOVATIVE INVESTMENT FIDUCIARIES · Investment advisory (plan)$12,950

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$60,223 · 0.14%
2023$50,318 · 0.13%
2022$45,548 · 0.13%
All plans at this employer2
OAKS INTEGRATED CARE, INC. 403(B) PLAN403(b)
OAKS INTEGRATED CARE, INC. 403(B) SAVINGS PLAN403(b)
Same employer
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Valley Home Care, Inc. NJ$43.7M · 0.06%
Garden State Urology, LLC NJ$43.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237048397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.