Plan Ledger DOL Form 5500 · updated monthly

Adfitech, Inc.401(k)

ADFITECH, INC. 401(K) PLAN · EDMOND, OK · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Adfitech, Inc. reported $75,553 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $257 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 0.91% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oklahoma (414th of 724), and 8,187th of 11,654 in professional & technical services. In 2024, employees put in $8.38 for every $1.00 the employer contributed; active participation has grown from 76 to 128 since 2022.

Plan summary
Net assets, end of year$9,398,258
Participants with balances122
Active participants128
Employer contributions$32,896
Employee contributions$275,581
Employer contribution per active participant$257
Average account balance$77,035
Benefits paid to participants$610,312
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 122 accts · $33K emplr
2023$8.5M · 113 accts
2022$7.7M · 128 accts · $66K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,708
Investment management$6,845
Total administrative$75,553
The Adfitech, Inc. 401(k) match · 2024
Employer contribution per active participant$257
Median for plans this size$1,313
2024$257 per active participant
2022$867 per active participant

Adfitech, Inc.'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 · 20246
COURY FIRM ASSET MANAGEMENT, LLC · Investment advisory (plan)$12,269
BANCFIRST · Investment advisory (plan)$6,845
DUNBAR BENDER & ZAPF, INC. · Contract administrator$1,500
EMPOWER ADVISORY GROUP, LLC · Investment management$16
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$75,553 · 0.84%
2023$75,232 · 0.93%
2022$77,059 · 0.91%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
B+T Group Holdings, Inc OK$10.1M · 0.14%
Cck Strategies, PLLC OK$9.9M · 0.60%
Realtime Peo II, LLC OK$9.7M · 0.23%
Vetevolve Holdings, LLC OK$9.5M · 1.35%
Oak Tree Software, Inc. OK$8.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752645820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.