Plan Ledger DOL Form 5500 · updated monthly

Advantage Controls LLC401(k)

ADVANTAGE CONTROLS LLC 401(K) PROFIT SHARING PLAN AND TRUST · MUSKOGEE, OK · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Advantage Controls LLC reported $9,145 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,996 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 rose from 0.10% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oklahoma (463rd of 724), and 1,941st of 3,341 in other services. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,466,243
Participants with balances112
Active participants102
Employer contributions$203,549
Employee contributions$358,856
Employer contribution per active participant$1,996
Average account balance$66,663
Benefits paid to participants$289,629
Plan auditDisclaimer of opinion
AuditorCCK STRATEGIES
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 112 accts · $204K emplr
2023$6.2M · 115 accts · $198K emplr
2022$5.1M · 117 accts · $177K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,503
Investment management$1,208
Trustee / custodial$3,360
Total administrative$9,145
The Advantage Controls LLC 401(k) match · 2024
Employer contribution per active participant$1,996
Median for plans this size$1,313
2024$1,996 per active participant
2023$1,936 per active participant
2022$1,752 per active participant

Advantage Controls 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
BOKF, NA · Custodial (securities) · Trustee$25,252

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$9,145 · 0.13%
2023$5,015 · 0.09%
2022$5,578 · 0.10%
Similar plansOther Services · Oklahoma
Standley Systems, LLC OK$9.5M · 1.60%
Eastern Shawnee Tribe OK$8.5M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201066376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.