Plan Ledger DOL Form 5500 · updated monthly

Oaks of Orangeburg LLC401(k)

OAKS OF ORANGEBURG LLC 401(K) PROFIT SHARING PLAN & TRUST · ORANGEBURG, SC · plan year 2022

Reported admin expense ratio · 2022
0.97%

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

Oaks of Orangeburg LLC reported $1,699 in plan administrative expenses for 2022: 0.97% of average plan assets, above the peer median. Employer contributions averaged $273 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.

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 South Carolina (793rd of 807), and 11,644th of 11,911 in health care & social assistance. In 2022, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$225,724
Participants with balances55
Active participants248
Employer contributions$67,603
Employee contributions$122,542
Employer contribution per active participant$273
Average account balance$4,104
Benefits paid to participants$65,610
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT AND COMPANY, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,610
Investment management$89
Total administrative$1,699
The Oaks of Orangeburg LLC 401(k) match · 2022
Employer contribution per active participant$273
Median for plans this size$331

Oaks of Orangeburg LLC's 2022 employer contribution ran below the $331 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,699 · 0.97%
Same employer
Similar plansHealth Care & Social Assistance · South Carolina
Virtually LLC SC$313K · 0.13%
Florence Ck SC$283K · 1.16%
3 Hearts LLC SC$278K · 1.82%
First Priority, Inc. SC$249K · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834614871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.