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 2024

Reported admin expense ratio · 2024
1.28%

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

The Ocd and Anxiety Treatment Center, Inc. reported $11,894 in plan administrative expenses for 2024: 1.28% of average plan assets, above the peer median. Employer contributions averaged $315 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 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Utah (797th of 848), and 10,906th of 11,911 in health care & social assistance. In 2024, employees put in $7.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,004,825
Participants with balances155
Active participants142
Employer contributions$44,776
Employee contributions$343,639
Employer contribution per active participant$315
Average account balance$6,483
Benefits paid to participants$462,104
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT & STEWART
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,825
Investment management$2,069
Total administrative$11,894
The The Ocd and Anxiety Treatment Center, Inc. 401(k) match · 2024
Employer contribution per active participant$315
Median for plans this size$540

The Ocd and Anxiety Treatment Center, Inc.'s 2024 employer contribution ran below the $540 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

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

Administrative cost history1
2024$11,894 · 1.28%
Same employer
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 474089981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.