Plan Ledger DOL Form 5500 · updated monthly

Oci Holdings, LLC401(k)

OCI HOLDINGS 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.99%

Oci Holdings, LLC reported $62,347 in plan administrative expenses for 2024: 0.99% of average plan assets, higher 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 fell from 1.22% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,666th of 5,688), and 6,994th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$6,741,375
Participants with balances474
Active participants441
Employer contributions—
Employee contributions$878,827
Employer contribution per active participant—
Average account balance$14,222
Benefits paid to participants$721,934
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 474 accts
2023$5.8M · 432 accts
2022$4.3M · 359 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,160
Investment management$27,850
Total administrative$62,347
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
ASCENSUS LLC · Loan processing · Recordkeeping$31,160
EQUITABLE ADVISORS. · Investment advisory (plan)$16,363
SANCTUARY ADVISORS LLC · Investment advisory (plan)$13,905

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024$62,347 · 0.99%
2023$63,445 · 1.25%
2022$57,265 · 1.22%
Similar plansHealth Care & Social Assistance · Texas
Aliviane, Inc TX$7.0M · 0.03%
Guidehealth LLC TX$6.7M · 0.34%
El Paso Pain Center, P.A. TX$6.7M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800794869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.