Plan Ledger DOL Form 5500 · updated monthly

Peters Agency Care Management, L.L.C.401(k)

PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST · SALLISAW, OK · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Peters Agency Care Management, L.L.C. reported $674 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $82 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (700th of 724), and 11,185th of 11,911 in health care & social assistance. In 2022, employees put in $4.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$678,089
Participants with balances50
Active participants77
Employer contributions$6,350
Employee contributions$25,435
Employer contribution per active participant$82
Average account balance$13,562
Benefits paid to participants$118,818
Plan auditDisclaimer of opinion
AuditorTMCE, LLP
Administrative expenses, itemized · 2022
Investment management$674
Total administrative$674
The Peters Agency Care Management, L.L.C. 401(k) match · 2022
Employer contribution per active participant$82
Median for plans this size$331

Peters Agency Care Management, L.L.C.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$674 · 0.09%
Similar plansHealth Care & Social Assistance · Oklahoma
Gatesway Foundation, Inc. OK$890K · 1.39%
Smith Home Care LLC OK$798K · 0.35%
Accentra Capital, LLC OK$777K · 0.37%
Aky MD, LLC OK$718K · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830446469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.