Plan Ledger DOL Form 5500 · updated monthly

Xpress Wellness Urgent Care, LLC401(k)

XPRESS WELLNESS RETIREMENT SAVINGS PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
1.09%

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

Xpress Wellness Urgent Care, LLC reported $97,913 in plan administrative expenses for 2024: 1.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,586 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 fell from 2.62% to 1.09%. 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 (376th of 724), and the 5,390th of 11,911 in health care & social assistance. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,156,110
Participants with balances782
Active participants541
Employer contributions$857,967
Employee contributions$1,854,875
Employer contribution per active participant$1,586
Average account balance$14,266
Benefits paid to participants$805,227
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 782 accts · $858K emplr
2023$6.8M · 596 accts · $696K emplr
2022$4.6M · 498 accts · $567K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,240
Total administrative$97,913
The Xpress Wellness Urgent Care, LLC 401(k) match · 2024
Employer contribution per active participant$1,586
Median for plans this size$1,313
2024$1,586 per active participant
2023$1,977 per active participant
2022$1,138 per active participant

Xpress Wellness Urgent Care, LLC's 2024 employer contribution ran above the $1,313 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
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$49,652
TRISTAR PENSION, LTD · Contract administrator$14,987

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$97,913 · 1.09%
2023$63,785 · 1.12%
2022$107,732 · 2.62%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Centennial Health, P.C. OK$12.4M · 0.29%
Carter Healthcare,Llc OK$11.6M · 0.50%
Dental Depot Dso, LLC OK$10.6M · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462683803 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.