Plan Ledger DOL Form 5500 · updated monthly

Stigler Health and Wellness Center401(k)

EMPLOYEE BENEFIT PLAN OF STIGLER HEALTH AND WELLNESS CENTER, INC. · STIGLER, OK · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Stigler Health and Wellness Center reported $1,221 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,433 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 0.010% to 0.009%. 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 323rd-largest of 724 plans among Oklahoma employers on file, and the 4,618th of 11,911 in health care & social assistance. In 2024, employees put in $1.70 for every $1.00 the employer contributed; active participation has grown from 271 to 351 since 2022.

Plan summary
Net assets, end of year$14,311,244
Participants with balances269
Active participants351
Employer contributions$503,134
Employee contributions$852,839
Employer contribution per active participant$1,433
Average account balance$53,202
Benefits paid to participants$1,517,238
Plan auditUnmodified (clean) audit opinion
AuditorLANDMARK PLC, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 269 accts · $503K emplr
2023$12.6M · 277 accts · $845K emplr
2022$9.3M · 275 accts · $806K emplr
The Stigler Health and Wellness Center 401(k) match · 2024
Employer contribution per active participant$1,433
Median for plans this size$2,416
2024$1,433 per active participant
2023$2,067 per active participant
2022$2,974 per active participant

Stigler Health and Wellness Center's 2024 employer contribution ran below the $2,416 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,565

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,221 · 0.01%
2023$599 · 0.01%
2022$902 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Centennial Health, P.C. OK$12.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200368759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.