Plan Ledger DOL Form 5500 · updated monthly

Oats, Inc.403(b)

TAX DEFERRED ANNUITY PLAN OF OATS INC · COLUMBIA, MO · plan year 2022

Reported admin expense ratio · 2022
0.06%

Oats, Inc. reported $1,652 in plan administrative expenses for 2022: 0.06% 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 2 years on file its reported administrative ratio rose from 0.06% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Missouri (1,215th of 1,393), and 2,748th of 3,341 in other services.

Plan summary
Net assets, end of year$2,576,177
Participants with balances173
Active participants719
Employer contributions—
Employee contributions$198,078
Employer contribution per active participant—
Average account balance$14,891
Benefits paid to participants$208,049
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS KEEPERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 130 accts
2023$2.5M · 152 accts
2022$2.6M · 173 accts
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 history3
2024$4,256 · 0.17%
2023$104 · 0.00%
2022$1,652 · 0.06%
Same employer
Similar plansOther Services · Missouri
Fiocchi of America, Inc. MO$3.4M · 0.11%
Beyond Housing, Inc. MO$3.3M · 0.00%
Telle Tire & Auto Service MO$2.5M · 0.71%
Kennelwood Village, Inc. MO$2.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431016961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.