Plan Ledger DOL Form 5500 · updated monthly

Ocusoft, Inc401(k)

OCUSOFT INC 401(K) PLAN · ROSENBERG, TX · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Ocusoft, Inc reported $47,979 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $2,561 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 0.30% to 0.61%. 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 (3,301st of 5,688), and 6,229th of 11,911 in health care & social assistance. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 117 to 156 since 2022.

Plan summary
Net assets, end of year$8,547,576
Participants with balances159
Active participants156
Employer contributions$399,492
Employee contributions$599,988
Employer contribution per active participant$2,561
Average account balance$53,758
Benefits paid to participants$493,617
Plan auditUnmodified (clean) audit opinion
AuditorMOORE REICHL & BAKER P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 159 accts · $399K emplr
2023$7.2M · 138 accts · $342K emplr
2022$5.7M · 143 accts · $295K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,979
Total administrative$47,979
The Ocusoft, Inc 401(k) match · 2024
Employer contribution per active participant$2,561
Median for plans this size$1,313
2024$2,561 per active participant
2023$2,494 per active participant
2022$2,517 per active participant

Ocusoft, Inc's 2024 employer contribution ran above the $1,313 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$28,304
PENSIONMARK FINANCIAL GROUP, LLC · Recordkeeping · Trustee$19,673

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

Recordkeeper by year2
2024ADP, PENSIONMARK FINANCIAL GROUP, LLC
2023ADP, PENSIONMARK FINANCIAL GROUP, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,979 · 0.61%
2023$38,605 · 0.60%
2022$18,429 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Manor Park, Inc. TX$8.4M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760200462 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.