Plan Ledger DOL Form 5500 · updated monthly

A-1 Freeman Moving & Storage, Inc.401(k)

A-1 FREEMAN MOVING & STORAGE, INC. 401K PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

A-1 Freeman Moving & Storage, Inc. reported $64,153 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,157 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 0.386%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 277th-largest of 724 plans among Oklahoma employers on file, and the 812th of 2,677 in transportation & warehousing. In 2024, employees put in $3.91 for every $1.00 the employer contributed; active participation has grown from 182 to 206 since 2022.

Plan summary
Net assets, end of year$17,749,311
Participants with balances249
Active participants206
Employer contributions$238,319
Employee contributions$932,715
Employer contribution per active participant$1,157
Average account balance$71,282
Benefits paid to participants$437,176
Plan auditUnmodified (clean) audit opinion
AuditorHSPG & ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 249 accts · $238K emplr
2023$15.5M · 228 accts · $206K emplr
2022$13.6M · 229 accts · $288K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,026
Investment management$21,777
Audit (IQPA)$14,350
Total administrative$64,153
The A-1 Freeman Moving & Storage, Inc. 401(k) match · 2024
Employer contribution per active participant$1,157
Median for plans this size$2,416
2024$1,157 per active participant
2023$1,072 per active participant
2022$1,582 per active participant

A-1 Freeman Moving & Storage, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20245
GALLAGHER BENEFIT SERVICES · Investment advisory (plan)$16,000
HSPG & ASSOCIATES PC · Accounting / audit$14,350
EMPOWER ADVISORY GROUP · Investment management$9,011
EMPLOYEE BENEFITS GROUP,LLC · Contract administratorindirect 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$64,153 · 0.39%
2023$66,501 · 0.46%
2022$55,969 · 0.39%
Same employer
Similar plansTransportation & Warehousing · Oklahoma
Explorer Pipeline Company OK$90.7M · 0.02%
The Hawthorn Group, Inc. OK$63.6M · 0.37%
Groendyke Transport Inc OK$62.5M · 0.33%
Omni Air International, LLC OK$61.6M · 0.11%
Tlley Trucking, LLC OK$10.1M · 0.73%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 730969136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.