Plan Ledger DOL Form 5500 · updated monthly

Ocean Dental Corporate Office, Inc.401(k)

OCEAN DENTAL CORPORATE OFFICE, INC. EMPLOYEES SAVINGS TRUST · EDMOND, OK · plan year 2023

Reported admin expense ratio · 2023
0.94%

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

Ocean Dental Corporate Office, Inc. reported $47,478 in plan administrative expenses for 2023: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $715 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 fell from 0.86% to 0.69%. 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 Oklahoma (534th of 724), and 7,663rd of 11,911 in health care & social assistance. In 2023, employees put in $4.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,432,562
Participants with balances163
Active participants108
Employer contributions$77,188
Employee contributions$329,472
Employer contribution per active participant$715
Average account balance$33,329
Benefits paid to participants$298,318
Plan auditUnmodified (clean) audit opinion
AuditorADAMS BROWN, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 156 accts · $48K emplr
2023$5.4M · 163 accts · $77K emplr
2022$4.6M · 165 accts · $76K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$47,478
Total administrative$47,478
The Ocean Dental Corporate Office, Inc. 401(k) match · 2023
Employer contribution per active participant$715
Median for plans this size$1,308
2024$438 per active participant
2023$715 per active participant
2022$687 per active participant

Ocean Dental Corporate Office, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
VALIC RETIREMENT SERVICES CO. · Custodial (securities) · Investment advisory (participants)$47,478

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$36,878 · 0.69%
2023$47,478 · 0.94%
2022$44,442 · 0.86%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Montereau, Inc. OK$5.4M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562445061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.