Plan Ledger DOL Form 5500 · updated monthly

U.S. Oral Surgery Management, LLC401(k)

U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

U.S. Oral Surgery Management, LLC reported $187,571 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,846 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 0.08% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 350th-largest of 5,688 plans among Texas employers on file, and the 570th of 11,911 in health care & social assistance. In 2024, employees put in $1.15 for every $1.00 the employer contributed; active participation has grown from 1,226 to 2,450 since 2022.

Plan summary
Net assets, end of year$237,921,616
Participants with balances2,914
Active participants2,450
Employer contributions$9,421,532
Employee contributions$10,817,951
Employer contribution per active participant$3,846
Average account balance$81,648
Benefits paid to participants$14,464,480
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$237.9M · 2,914 accts · $9.4M emplr
2023$192.7M · 2,427 accts · $13.2M emplr
2022$118.0M · 1,480 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,675
Investment management$39,196
Audit (IQPA)$14,700
Total administrative$187,571
The U.S. Oral Surgery Management, LLC 401(k) match · 2024
Employer contribution per active participant$3,846
Median for plans this size$3,635
2024$3,846 per active participant
2023$6,704 per active participant
2022$3,518 per active participant

U.S. Oral Surgery Management, LLC's 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$134,761
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$39,196
MOSS ADAMS · Accounting / audit$14,700

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$187,571 · 0.09%
2023$115,537 · 0.07%
2022$83,397 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Texas
U.S. Renal Care, Inc. TX$340.2M · 0.19%
Southwest Key Programs, Inc. TX$277.1M · 0.40%
Ortholonestar, PLLC TX$231.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822416013 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.