Plan Ledger DOL Form 5500 · updated monthly

Oliver Street Dermatology Holdings LLC401(k)

DERMATOLOGY ASSOCIATES RETIREMENT PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Oliver Street Dermatology Holdings LLC reported $58,781 in plan administrative expenses for 2023: 0.07% of average plan assets, below the peer median. Employer contributions averaged $2,437 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 has held roughly steady near 0.072%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 696th-largest of 5,688 plans among Texas employers on file, and the 1,175th of 11,911 in health care & social assistance. In 2023, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$90,851,668
Participants with balances1,520
Active participants1,409
Employer contributions$3,434,093
Employee contributions$7,387,088
Employer contribution per active participant$2,437
Average account balance$59,771
Benefits paid to participants$7,198,496
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$90.9M · 1,520 accts · $3.4M emplr
2022$72.2M · 972 accts · $3.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$47,047
Investment management$11,734
Total administrative$58,781
The Oliver Street Dermatology Holdings LLC 401(k) match · 2023
Employer contribution per active participant$2,437
Median for plans this size$3,659
2023$2,437 per active participant
2022$2,391 per active participant

Oliver Street Dermatology Holdings LLC's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$48,078
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,734

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

Administrative cost history2
2023$58,781 · 0.07%
2022$54,761 · 0.07%
Similar plansHealth Care & Social Assistance · Texas
Uvp Management, LLC TX$92.5M · 0.25%
Adc Physicians, P.A. TX$89.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461313550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.