Plan Ledger DOL Form 5500 · updated monthly

Advanced Industrial Devices, LLC401(k)

ADVANCED INDUSTRIAL DEVICES 401(K) PROFIT SHARING PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Advanced Industrial Devices, LLC reported $29,569 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $1,799 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 1 year on file its reported administrative ratio rose from 0.72% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oklahoma (572nd of 724), and 11,654th of 13,661 in manufacturing. In 2024, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,173,259
Participants with balances194
Active participants122
Employer contributions$219,450
Employee contributions$376,911
Employer contribution per active participant$1,799
Average account balance$21,512
Benefits paid to participants$290,293
Plan auditUnmodified (clean) audit opinion
AuditorCCK STRATEGIES, PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$4.2M · 194 accts · $219K emplr
2023$3.4M · 181 accts · $284K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,794
Investment management$775
Total administrative$29,569
The Advanced Industrial Devices, LLC 401(k) match · 2024
Employer contribution per active participant$1,799
Median for plans this size$1,313
2024$1,799 per active participant
2023$2,185 per active participant

Advanced Industrial Devices, 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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$27,174

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$29,569 · 0.79%
2023$21,108 · 0.72%
Similar plansManufacturing · Oklahoma
Griffin Holdings, Inc. OK$5.4M · 0.47%
Tcfi Pf LLC OK$5.1M · 1.00%
Auxano Holdings, LLC OK$4.7M · 0.07%
Pipeline Equipment Co. OK$4.1M · 0.02%
Asco Aerospace USA, LLC OK$4.0M · 1.16%
4-STAR Trailers, Inc. OK$3.8M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731175224 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.