Plan Ledger DOL Form 5500 · updated monthly

Oklahoma Heart Hospital LLC401(k)

OKLAHOMA HEART HOSPITAL AND AFFILIATES 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Oklahoma Heart Hospital LLC reported $114,096 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,909 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 0.05% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 29th-largest of 724 plans among Oklahoma employers on file, and the 444th of 11,911 in health care & social assistance. In 2024, employees put in $3.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$339,973,024
Participants with balances2,556
Active participants2,386
Employer contributions$4,555,975
Employee contributions$13,704,642
Employer contribution per active participant$1,909
Average account balance$133,010
Benefits paid to participants$28,046,689
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$340.0M · 2,556 accts · $4.6M emplr
2023$309.2M · 2,660 accts · $4.4M emplr
2022$264.1M · 2,764 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,187
Investment management$2,355
Trustee / custodial$40,459
Total administrative$114,096
The Oklahoma Heart Hospital LLC 401(k) match · 2024
Employer contribution per active participant$1,909
Median for plans this size$4,294
2024$1,909 per active participant
2023$1,875 per active participant
2022$1,807 per active participant

Oklahoma Heart Hospital LLC's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom 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 · 20241
BOKF, NA · Custodial (securities) · Loan processing$129,501

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$114,096 · 0.04%
2023$77,566 · 0.03%
2022$150,356 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Integris Health, Inc. OK$1.1B · 0.04%
Ou Medicine, Inc. OK$591.5M · 0.12%
McBride Clinic, Inc. OK$117.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731575187 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.