Plan Ledger DOL Form 5500 · updated monthly

Vizion Health - Oklahoma, LLC401(k)

VIZION HEALTH 401(K) PLAN · MIAMI, OK · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Vizion Health - Oklahoma, LLC reported $12,280 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $534 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 3 years on file its reported administrative ratio has held roughly steady near 0.413%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (597th of 724), and 9,029th of 11,911 in health care & social assistance. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,317,139
Participants with balances149
Active participants390
Employer contributions$208,300
Employee contributions$368,242
Employer contribution per active participant$534
Average account balance$22,263
Benefits paid to participants$195,022
Plan auditUnmodified (clean) audit opinion
AuditorHOOD AND ASSOCIATES CPAS PC
Plan history2
Yearassets · accounts · employer contribution
2024$3.3M · 149 accts · $208K emplr
2022$2.0M · 88 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,280
Total administrative$12,280
The Vizion Health - Oklahoma, LLC 401(k) match · 2024
Employer contribution per active participant$534
Median for plans this size$1,313

Vizion Health - Oklahoma, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,396
PRIME CAPITAL INVMT ADV · Investment advisory (participants) · Investment advisory (plan)$10,184

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

Administrative cost history2
2024$12,280 · 0.41%
2022$8,666 · 0.41%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Enhance Management LLC OK$3.9M · 0.03%
Spring Dental OK$3.8M · 2.57%
The Winters Group LLC OK$3.3M · 0.41%
Triad Eye Institute, PLLC OK$3.2M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475231054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.