Plan Ledger DOL Form 5500 · updated monthly

Variety Care, Inc.403(b)

VARIETY CARE, INC. 403(B) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Variety Care, Inc. reported $115,841 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,072 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 0.16% to 0.44%. 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 184th-largest of 724 plans among Oklahoma employers on file, and the 2,890th of 11,911 in health care & social assistance. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,506,515
Participants with balances718
Active participants720
Employer contributions$1,491,851
Employee contributions$2,098,816
Employer contribution per active participant$2,072
Average account balance$39,703
Benefits paid to participants$1,913,151
Plan auditUnmodified (clean) audit opinion
AuditorHSPG AND ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$28.5M · 718 accts · $1.5M emplr
2023$23.8M · 747 accts · $1.2M emplr
2022$18.3M · 752 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$115,841
Total administrative$115,841
Employer contributions to the Variety Care, Inc. plan · 2024
Employer contribution per active participant$2,072
Median for plans this size$2,416
2024$2,072 per active participant
2023$1,627 per active participant
2022$1,751 per active participant

Variety Care, Inc.'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$115,841
PLEXUS FINANCIAL SERVICES, LLC · Investment advisory (plan)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$115,841 · 0.44%
2023$44,951 · 0.21%
2022$31,060 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Amity Care LLC OK$32.3M · 0.56%
Careatc, Inc. OK$22.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731088577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.