Plan Ledger DOL Form 5500 · updated monthly

Oliver Street Dermatology Management LLC401(k)

USDP 401K PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Oliver Street Dermatology Management LLC reported $79,402 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $27 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 628th-largest of 5,688 plans among Texas employers on file, and the 1,053rd of 11,911 in health care & social assistance. In 2024, employees put in $135.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$105,924,128
Participants with balances1,758
Active participants2,140
Employer contributions$58,787
Employee contributions$7,961,192
Employer contribution per active participant$27
Average account balance$60,253
Benefits paid to participants$7,491,950
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,721
Investment management$14,681
Total administrative$79,402
The Oliver Street Dermatology Management LLC 401(k) match · 2024
Employer contribution per active participant$27
Median for plans this size$3,635

Oliver Street Dermatology Management LLC's 2024 employer contribution ran below the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$65,811
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,681

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

Administrative cost history1
2024$79,402 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Houston Radiology Associated TX$108.5M · 0.00%
U.S. Physical Therapy, Inc. TX$104.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461330993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.