Plan Ledger DOL Form 5500 · updated monthly

Oklahoma Surgical Hospital, LLC401(k)

OKLAHOMA SURGICAL HOSPITAL, LLC 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Oklahoma Surgical Hospital, LLC reported $7,949 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,904 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 0.03% to 0.02%. 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 166th-largest of 724 plans among Oklahoma employers on file, and the 2,548th of 11,911 in health care & social assistance. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,657,495
Participants with balances422
Active participants308
Employer contributions$894,412
Employee contributions$1,560,928
Employer contribution per active participant$2,904
Average account balance$79,757
Benefits paid to participants$3,181,137
Plan auditUnmodified (clean) audit opinion
AuditorHOGAN TAYLOR
Plan history3
Yearassets · accounts · employer contribution
2024$33.7M · 422 accts · $894K emplr
2023$30.4M · 428 accts · $872K emplr
2022$25.4M · 425 accts · $832K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,949
Total administrative$7,949
The Oklahoma Surgical Hospital, LLC 401(k) match · 2024
Employer contribution per active participant$2,904
Median for plans this size$2,416
2024$2,904 per active participant
2023$2,759 per active participant
2022$2,747 per active participant

Oklahoma Surgical Hospital, LLC's 2024 employer contribution ran above 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 · 20243
EMPOWER ANNUITY INS. CO. OF AMERICA · Investment management$4,765
EMPLOYEE BENEFITS GROUP, LLC · Contract administratorindirect comp

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$7,949 · 0.02%
2023$4,661 · 0.02%
2022$9,100 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
The Children's Center, Inc. OK$42.0M · 0.43%
Amity Care LLC OK$32.3M · 0.56%
Variety Care, Inc. OK$28.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731573733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.