Plan Ledger DOL Form 5500 · updated monthly

Oklahoma Medical Research FoundationMoney purchase plan

OKLAHOMA MEDICAL RESEARCH FOUNDATION FOR FULL-TIME EMPLOYEES · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Oklahoma Medical Research Foundation reported $35,013 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,332 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 3 years on file its reported administrative ratio has held roughly steady near 0.037%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 57th-largest of 724 plans among Oklahoma employers on file, and the 203rd of 3,341 in other services.

Plan summary
Net assets, end of year$99,878,760
Participants with balances1,018
Active participants509
Employer contributions$3,223,005
Employee contributions—
Employer contribution per active participant$6,332
Average account balance$98,113
Benefits paid to participants$4,096,889
Plan auditUnmodified (clean) audit opinion
AuditorHSPG & ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$99.9M · 1,018 accts · $3.2M emplr
2023$90.3M · 1,021 accts · $3.0M emplr
2022$79.1M · 998 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13
Investment management$27,500
Audit (IQPA)$7,500
Total administrative$35,013
Employer contributions to the Oklahoma Medical Research Foundation plan · 2024
Employer contribution per active participant$6,332
Median for plans this size$3,635
2024$6,332 per active participant
2023$5,725 per active participant
2022$5,548 per active participant

Oklahoma Medical Research Foundation'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 · 20243
TIAA · Recordkeeping · Pension consulting$13
CREATIVE PLANNING, LLC · Investment advisory (participants) · Investment advisory (plan)$27,500
HSPG & ASSOCIATES · Accounting / audit$7,500

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$35,013 · 0.04%
2023$40,760 · 0.05%
2022$27,500 · 0.04%
All plans at this employer2
OKLAHOMA MEDICAL RESEARCH FOUNDATION FOR FULL-TIME EMPLOYEESMoney purchase plan
OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN403(b)
Same employer
Similar plansOther Services · Oklahoma
GS1 US, Inc. NJ$101.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730580274 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.