Plan Ledger DOL Form 5500 · updated monthly

Ogle School Management LLC401(k)

OGLE SCHOOL MANAGEMENT LLC 401(K) PLAN · ARLINGTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.49%

Ogle School Management LLC reported $14,801 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. 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 0.40% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Texas (4,497th of 5,688), and 2,686th of 3,091 in educational services. active participation has grown from 333 to 416 since 2022.

Plan summary
Net assets, end of year$3,303,561
Participants with balances626
Active participants416
Employer contributions—
Employee contributions$563,135
Employer contribution per active participant—
Average account balance$5,277
Benefits paid to participants$340,154
Plan auditUnmodified (clean) audit opinion
AuditorMCCLINTOCK & ASSOCIATES P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 626 accts
2023$2.7M · 538 accts
2022$2.0M · 476 accts · $928 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,730
Investment management$7,071
Total administrative$14,801
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
ADP, INC. · Loan processing · Recordkeeping$8,096
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$6,704
ADP BROKER-DEALER · Other servicesindirect comp

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, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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Administrative cost history3
2024$14,801 · 0.49%
2023$10,843 · 0.46%
2022$8,117 · 0.40%
Same employer
Similar plansEducational Services · Texas
Headwaters School TX$3.7M · 0.75%
Hallmark University, Inc. TX$3.5M · 0.41%
Reup Education Inc. TX$3.3M · 0.11%
Podium Education, Inc. TX$3.1M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471863443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.