Plan Ledger DOL Form 5500 · updated monthly

Toi Management, LLC401(k)

THE ONCOLOGY INSTITUTE RETIREMENT PLAN · CERRITOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Toi Management, LLC reported $78,039 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,054 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 0.83% to 0.41%. 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 3,533rd-largest of 9,483 plans among California employers on file, and the 3,584th of 11,911 in health care & social assistance. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,805,336
Participants with balances348
Active participants691
Employer contributions$1,419,133
Employee contributions$2,890,230
Employer contribution per active participant$2,054
Average account balance$59,785
Benefits paid to participants$3,302,781
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 348 accts · $1.4M emplr
2023$17.0M · 357 accts · $1.3M emplr
2022$12.8M · 336 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,740
Investment management$46,299
Total administrative$78,039
The Toi Management, LLC 401(k) match · 2024
Employer contribution per active participant$2,054
Median for plans this size$2,416
2024$2,054 per active participant
2023$1,737 per active participant
2022$1,608 per active participant

Toi Management, LLC'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 · 20243
ALLIANT INSURANCE SERVICES, INC. · Investment advisory (plan)$46,291
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$31,740
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history3
2024$78,039 · 0.41%
2023$106,807 · 0.72%
2022$96,680 · 0.83%
Same employer
Similar plansHealth Care & Social Assistance · California
Institute on Aging CA$21.0M · 0.59%
Ksl Associate Group, Inc. CA$21.0M · 0.59%
Pathpoint CA$20.9M · 0.03%
Catalyst Family Inc. CA$20.6M · 0.63%
Bt Bidco, Inc. CA$20.6M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831856196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.