Plan Ledger DOL Form 5500 · updated monthly

Urologic Specialists of Oklahoma, Inc.401(k)

UROLOGIC SPECIALISTS OF OKLAHOMA, INC. 401(K) PROFIT SHARING PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Urologic Specialists of Oklahoma, Inc. reported $191,750 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $9,704 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 0.30% to 0.32%. 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 87th-largest of 724 plans among Oklahoma employers on file, and the 1,539th of 11,911 in health care & social assistance. In 2024, the employer put in $1.52 for every $1.00 employees contributed themselves; active participation has grown from 133 to 148 since 2022.

Plan summary
Net assets, end of year$63,403,357
Participants with balances266
Active participants148
Employer contributions$1,436,240
Employee contributions$944,053
Employer contribution per active participant$9,704
Average account balance$238,358
Benefits paid to participants$2,678,236
Plan auditUnmodified (clean) audit opinion
AuditorMORSE & CO., PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$63.4M · 266 accts · $1.4M emplr
2023$56.0M · 250 accts · $1.5M emplr
2022$47.7M · 249 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Investment management$24,310
Trustee / custodial$167,440
Total administrative$191,750
The Urologic Specialists of Oklahoma, Inc. 401(k) match · 2024
Employer contribution per active participant$9,704
Median for plans this size$3,635
2024$9,704 per active participant
2023$11,340 per active participant
2022$10,306 per active participant

Urologic Specialists of Oklahoma, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
UPAL · Accounting / audit · Plan administrator$164,480
R J CLOUD ADVISORS & COMPANY · Investment advisory (plan)$24,310
BOKF, NA · Trustee · Trustee (directed)$2,961

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

Recordkeeper by year2
2024UPAL
2023UPAL

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

Administrative cost history3
2024$191,750 · 0.32%
2023$146,713 · 0.28%
2022$156,753 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
McBride Clinic, Inc. OK$117.4M · 0.05%
Communitycare, HMO, Inc. OK$61.4M · 0.20%
Dean McGee Eye Institute OK$56.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730729369 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.