Plan Ledger DOL Form 5500 · updated monthly

Agio, Inc.401(k)

AGIO, INC. 401(K) PLAN · NORMAN, OK · plan year 2024

Reported admin expense ratio · 2024
1.14%

Agio, Inc. reported $134,558 in plan administrative expenses for 2024: 1.14% of average plan assets, higher than ~90% 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 0.73% to 1.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 361st-largest of 724 plans among Oklahoma employers on file, and 7,435th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$11,845,973
Participants with balances182
Active participants140
Employer contributions—
Employee contributions$882,422
Employer contribution per active participant—
Average account balance$65,088
Benefits paid to participants$2,887,138
Plan auditUnmodified (clean) audit opinion
AuditorBAS PARTNERS LLC D/B/A A PORTER CPA
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 182 accts
2023$11.8M · 198 accts · $397K emplr
2022$10.1M · 221 accts · $652K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$134,558
Total administrative$134,558
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$7,525
ADP BROKER-DEALERindirect 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$134,558 · 1.14%
2023$75,509 · 0.69%
2022$78,655 · 0.73%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
Hebco, Inc. OK$13.8M · 0.19%
Partners Human Resources OK$12.7M · 0.84%
Est, Inc. OK$12.7M · 0.74%
Public Strategies, Inc. OK$12.6M · 0.80%
Arl Bio Pharma, Inc. OK$10.6M · 0.60%
B+T Group Holdings, Inc OK$10.1M · 0.14%
Cck Strategies, PLLC OK$9.9M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844093832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.