Plan Ledger DOL Form 5500 · updated monthly

Oral Surgery Partners Mso, LLC401(k)

ORAL SURGERY PARTNERS MSO, LLC 401(K) PROFIT SHARING PLAN AND TRUST · CHESTERFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Oral Surgery Partners Mso, LLC reported $157,621 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $7,380 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 0.53% to 0.39%. 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 321st-largest of 1,393 plans among Missouri employers on file, and the 1,869th of 11,911 in health care & social assistance. In 2024, the employer put in $1.76 for every $1.00 employees contributed themselves; active participation has grown from 333 to 980 since 2022.

Plan summary
Net assets, end of year$50,301,187
Participants with balances1,084
Active participants980
Employer contributions$7,232,340
Employee contributions$4,104,159
Employer contribution per active participant$7,380
Average account balance$46,403
Benefits paid to participants$2,473,907
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.3M · 1,084 accts · $7.2M emplr
2023$30.8M · 771 accts · $4.9M emplr
2022$17.6M · 350 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,635
Investment management$57,986
Total administrative$157,621
The Oral Surgery Partners Mso, LLC 401(k) match · 2024
Employer contribution per active participant$7,380
Median for plans this size$2,416
2024$7,380 per active participant
2023$6,079 per active participant
2022$7,129 per active participant

Oral Surgery Partners Mso, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$99,635
MONETA GROUP LLC · Investment advisory (plan)$57,986
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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Administrative cost history3
2024$157,621 · 0.39%
2023$108,048 · 0.45%
2022$79,744 · 0.53%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Ozarks Healthcare MO$52.6M · 0.30%
Empowerme Holdings, LLC MO$52.6M · 0.60%
Urology of St. Louis, Inc. MO$49.3M · 0.00%
Burrell Inc. MO$47.5M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834654354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.