Plan Ledger DOL Form 5500 · updated monthly

Bruce Oakley, Inc.401(k)

BRUCE OAKLEY, INC. 401(K) PROFIT SHARING PLAN · NORTH LITTLE ROCK, AR · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Bruce Oakley, Inc. reported $85,304 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,719 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 0.12% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 75th-largest of 456 plans among Arkansas employers on file, and the 370th of 2,677 in transportation & warehousing. In 2024, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 601 to 702 since 2022.

Plan summary
Net assets, end of year$53,089,087
Participants with balances450
Active participants702
Employer contributions$1,206,892
Employee contributions$2,751,774
Employer contribution per active participant$1,719
Average account balance$117,976
Benefits paid to participants$2,449,706
Plan auditUnmodified (clean) audit opinion
AuditorHCJ CPAS & ADVISORS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$53.1M · 450 accts · $1.2M emplr
2023$44.8M · 432 accts · $1.2M emplr
2022$38.4M · 435 accts · $994K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,953
Investment management$34,351
Total administrative$85,304
The Bruce Oakley, Inc. 401(k) match · 2024
Employer contribution per active participant$1,719
Median for plans this size$2,416
2024$1,719 per active participant
2023$1,743 per active participant
2022$1,655 per active participant

Bruce Oakley, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$53,858
PNC BANK NA · Investment advisory (plan)$31,446

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 history3
2024$85,304 · 0.17%
2023$68,280 · 0.16%
2022$48,936 · 0.12%
Same employer
Similar plansTransportation & Warehousing · Arkansas
Maverick USA, Inc AR$58.6M · 0.28%
USA Truck, Inc. AR$30.3M · 0.34%
Carco Capital Corporation AR$11.9M · 0.01%
Frez-N-Stor, Inc. AR$5.6M · 0.47%
Cal Ark International Inc AR$5.6M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710483822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.