Plan Ledger DOL Form 5500 · updated monthly

The Ocd and Anxiety Treatment Center, Inc.401(k)

THE OCD AND ANXIETY TREATMENT CENTER 401(K) · BOUNTIFUL, UT · plan year 2023

Reported admin expense ratio · 2023
1.10%

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

The Ocd and Anxiety Treatment Center, Inc. reported $7,376 in plan administrative expenses for 2023: 1.10% of average plan assets, below the peer median. Employer contributions averaged $498 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 1 year on file its reported administrative ratio rose from 0.71% to 1.10%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Utah (804th of 848), and 11,030th of 11,911 in health care & social assistance. In 2023, employees put in $5.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$852,555
Participants with balances155
Active participants112
Employer contributions$55,762
Employee contributions$285,914
Employer contribution per active participant$498
Average account balance$5,500
Benefits paid to participants$91,330
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT & STEWART
Plan history2
Yearassets · accounts · employer contribution
2023$853K · 155 accts · $56K emplr
2022$493K · 152 accts · $68K emplr
Administrative expenses, itemized · 2023
Investment management$7,376
Total administrative$7,376
The The Ocd and Anxiety Treatment Center, Inc. 401(k) match · 2023
Employer contribution per active participant$498
Median for plans this size$522
2023$498 per active participant
2022$569 per active participant

The Ocd and Anxiety Treatment Center, Inc.'s 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
CAPITAL GROUP · Recordkeeping · Investment management$4,870
WELLS FARGO CLEARING SERVICES · Pension consulting · Investment advisory (participants)$2,645
COOK MARTIN POULSON, PC · Accounting / audit · Actuarial$2,506

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

Administrative cost history2
2023$7,376 · 1.10%
2022$2,739 · 0.71%
Similar plansHealth Care & Social Assistance · Utah
Cpf Recovery Ways, LLC UT$1.7M · 1.29%
Home Care Management, LLC UT$1.6M · 0.48%
Columbus Foundation, Inc. UT$1.0M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474089881 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.