Plan Ledger DOL Form 5500 · updated monthly

U.S. Occmed Holdings, LLC401(k)

U.S. OCCMED HOLDINGS, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

U.S. Occmed Holdings, LLC reported $15,170 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,585 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 rose from 0.040% to 0.044%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,319th-largest of 5,688 plans among Texas employers on file, and the 333rd of 786 in management of companies. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,168,039
Participants with balances711
Active participants789
Employer contributions$1,250,678
Employee contributions$2,375,358
Employer contribution per active participant$1,585
Average account balance$52,276
Benefits paid to participants$2,628,386
Plan auditUnmodified (clean) audit opinion
AuditorCALVIN MARTIN & COMPANY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$37.2M · 711 accts · $1.3M emplr
2023$31.1M · 643 accts · $1.2M emplr
2022$25.9M · 574 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,170
Total administrative$15,170
The U.S. Occmed Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,585
Median for plans this size$2,416
2024$1,585 per active participant
2023$1,506 per active participant
2022$1,465 per active participant

U.S. Occmed Holdings, 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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$15,170

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$15,170 · 0.04%
2023$14,298 · 0.05%
2022$11,060 · 0.04%
Same employer
Similar plansManagement of Companies · Texas
Aethon Energy Operating LLC TX$46.8M · 0.01%
Blue Danube Incorporated TX$41.0M · 0.32%
Itafos Services LLC TX$40.8M · 0.39%
Westex Bancorp, Inc. TX$31.0M · 0.04%
Erika Flowers TX$30.0M · 0.44%
Cockrell Interests LLC TX$30.0M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 473712660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.