Plan Ledger DOL Form 5500 · updated monthly

Aberdeen Dynamics, LLC401(k)

ABERDEEN DYNAMICS 401(K) PLAN · TULSA, OK · plan year 2023

Reported admin expense ratio · 2023
0.01%

Aberdeen Dynamics, LLC reported $630 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. 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 0.02% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Oklahoma (402nd of 724), and 2,926th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$9,924,323
Participants with balances126
Active participants152
Employer contributions—
Employee contributions$687,219
Employer contribution per active participant—
Average account balance$78,764
Benefits paid to participants$453,012
Plan auditUnmodified (clean) audit opinion
AuditorKRAFTCPAS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 166 accts
2023$9.9M · 126 accts
2022$8.0M · 114 accts
Administrative expenses, itemized · 2023
Investment management$71
Trustee / custodial$559
Total administrative$630
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
BOKF, NA · Custodial (securities) · Trustee$1,400

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$3,059 · 0.03%
2023$630 · 0.01%
2022$2,020 · 0.02%
Similar plansWholesale Trade · Oklahoma
Rl Hudson & Company OK$10.6M · 0.52%
Fellers, LLC OK$10.3M · 0.65%
Utility Tri-State, Inc. OK$10.3M · 0.09%
Hunzicker Brothers, Inc. OK$10.2M · 0.22%
Nonni's Foods, LLC OK$9.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200457046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.