Plan Ledger DOL Form 5500 · updated monthly

Allfirst, LLC401(k)

ALLFIRST, LLC 401(K) PLAN · TULSA, OK · plan year 2022

Reported admin expense ratio · 2022
0.12%

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

Allfirst, LLC reported $12,254 in plan administrative expenses for 2022: 0.12% of average plan assets, below the peer median. Employer contributions averaged $1,595 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Oklahoma (372nd of 724), and the 1,035th of 2,096 in real estate & leasing. In 2022, employees put in $1.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,233,534
Participants with balances285
Active participants365
Employer contributions$582,172
Employee contributions$615,055
Employer contribution per active participant$1,595
Average account balance$39,416
Benefits paid to participants$1,297,578
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$11.2M · 285 accts · $582K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,254
Total administrative$12,254
The Allfirst, LLC 401(k) match · 2022
Employer contribution per active participant$1,595
Median for plans this size$2,266

Allfirst, LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$12,254 · 0.12%
Similar plansReal Estate & Leasing · Oklahoma
Coates Field Service, Inc. OK$16.3M · 0.64%
Price Edwards & Company OK$15.3M · 0.51%
Robinson Park, LLC OK$9.3M · 0.03%
Ksw Oilfield Rental, LLC OK$4.2M · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871273769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.