Plan Ledger DOL Form 5500 · updated monthly

Ogden Clinic Professional Corporation401(k)

OGDEN CLINIC SAVINGS AND PROFIT SHARING PLAN · SOUTH OGDEN, UT · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Ogden Clinic Professional Corporation reported $158,186 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,894 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 0.13% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 59th-largest of 848 plans among Utah employers on file, and the 843rd of 11,911 in health care & social assistance. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has grown from 1,164 to 1,478 since 2022.

Plan summary
Net assets, end of year$137,104,151
Participants with balances1,623
Active participants1,478
Employer contributions$5,754,863
Employee contributions$6,712,400
Employer contribution per active participant$3,894
Average account balance$84,476
Benefits paid to participants$22,607,998
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$137.1M · 1,623 accts · $5.8M emplr
2023$127.7M · 1,482 accts · $5.2M emplr
2022$110.6M · 1,385 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,186
Investment management$60,000
Total administrative$158,186
The Ogden Clinic Professional Corporation 401(k) match · 2024
Employer contribution per active participant$3,894
Median for plans this size$3,635
2024$3,894 per active participant
2023$4,246 per active participant
2022$4,128 per active participant

Ogden Clinic Professional Corporation's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$98,275
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$60,000

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$158,186 · 0.12%
2023$148,484 · 0.12%
2022$158,949 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Myriad Genetics, Inc. UT$458.1M · 0.00%
Revere Health UT$254.8M · 0.08%
Tanner Memorial Clinic UT$146.2M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870286381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.