Plan Ledger DOL Form 5500 · updated monthly

Ois Management Services, LLC D/B/A Paradigm Oral Surgery401(k)

PARADIGM ORAL SURGERY 401(K) PROFIT SHARING PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Ois Management Services, LLC D/B/A Paradigm Oral Surgery reported $73,722 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,751 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 0.02% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 136th-largest of 565 plans among Nebraska employers on file, and the 2,006th of 11,911 in health care & social assistance. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 1,037 to 1,800 since 2022.

Plan summary
Net assets, end of year$46,098,728
Participants with balances1,113
Active participants1,800
Employer contributions$3,152,370
Employee contributions$5,570,285
Employer contribution per active participant$1,751
Average account balance$41,418
Benefits paid to participants$3,476,156
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ AND COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$46.1M · 1,113 accts · $3.2M emplr
2023$29.0M · 838 accts · $2.2M emplr
2022$13.0M · 620 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,806
Investment management$26,155
Total administrative$73,722
The Ois Management Services, LLC D/B/A Paradigm Oral Surgery 401(k) match · 2024
Employer contribution per active participant$1,751
Median for plans this size$2,416
2024$1,751 per active participant
2023$1,634 per active participant
2022$1,244 per active participant

Ois Management Services, LLC D/B/A Paradigm Oral Surgery's 2024 employer contribution ran below the $2,416 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 · 20244
ALLIANT RETIREMENT SERVICES · Investment advisory (plan)$25,811
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$11,762
STRATEGIC ADVISORS INC · Investment advisory (plan)$344

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$73,722 · 0.20%
2023Not separately reported
2022$1,750 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Orthowest, P.C. NE$51.9M · 0.09%
Grand Island Clinic, Inc. NE$47.8M · 0.18%
Lincoln Surgery Center, LLC NE$39.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834600504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.