Plan Ledger DOL Form 5500 · updated monthly

Oley and James Executive Management Group, LLC401(k)

WE CARE MEDICAL, LLC 401(K) PLAN · ASHLAND, KY · plan year 2022

Reported admin expense ratio · 2022
0.80%

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

Oley and James Executive Management Group, LLC reported $13,294 in plan administrative expenses for 2022: 0.80% of average plan assets, higher than ~75% of peers. Employer contributions averaged $920 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Kentucky (801st of 871), and 2,087th of 2,534 in administrative & support services. In 2022, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,370,596
Participants with balances78
Active participants34
Employer contributions$31,274
Employee contributions$55,504
Employer contribution per active participant$920
Average account balance$17,572
Benefits paid to participants$195,524
Plan auditUnmodified (clean) audit opinion
AuditorKELLEY GALLOWAY SMITH GOOLSBY PSC
Administrative expenses, itemized · 2022
Investment management$6,106
Total administrative$13,294
The Oley and James Executive Management Group, LLC 401(k) match · 2022
Employer contribution per active participant$920
Median for plans this size$1,114

Oley and James Executive Management Group, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,294 · 0.80%
Similar plansAdministrative & Support Services · Kentucky
HR Plus, LLC KY$3.0M · 0.19%
Lss Holdings, LLC KY$2.9M · 0.15%
Apace Ky, LLC KY$1.8M · 0.95%
Accu-Tec Inc KY$1.4M · 0.01%
Superior Maintenance Co. KY$969K · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814385750 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.