Plan Ledger DOL Form 5500 · updated monthly

Oncology Specialties, P.C.401(k)

ONCOLOGY SPECIALTIES, P.C. RETIREMENT PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Oncology Specialties, P.C. reported $224,114 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,404 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 rose from 0.31% to 0.41%. 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 126th-largest of 902 plans among Alabama employers on file, and the 1,647th of 11,911 in health care & social assistance. In 2024, employees put in $1.04 for every $1.00 the employer contributed; active participation has grown from 545 to 729 since 2022.

Plan summary
Net assets, end of year$58,826,971
Participants with balances788
Active participants729
Employer contributions$3,210,226
Employee contributions$3,332,977
Employer contribution per active participant$4,404
Average account balance$74,654
Benefits paid to participants$4,761,762
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$58.8M · 788 accts · $3.2M emplr
2023$49.9M · 721 accts · $2.3M emplr
2022$43.6M · 612 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,396
Investment management$89,793
Total administrative$224,114
The Oncology Specialties, P.C. 401(k) match · 2024
Employer contribution per active participant$4,404
Median for plans this size$3,635
2024$4,404 per active participant
2023$3,581 per active participant
2022$2,819 per active participant

Oncology Specialties, P.C.'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 · 20244
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$83,101
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$79,850
HIGHTOWER ADIVSORS, LLC · Consulting$54,925
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,692

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

Administrative cost history4
2025Not separately reported
2024$224,114 · 0.41%
2023$190,280 · 0.41%
2022$135,645 · 0.31%
Same employer
Similar plansHealth Care & Social Assistance · Alabama
The Ssi Group, LLC. AL$69.1M · 0.01%
Naphcare U.S., Inc. AL$61.1M · 0.33%
The Orthopaedic Group, P.C. AL$47.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630897317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.