Plan Ledger DOL Form 5500 · updated monthly

C.H. Guernsey & Company401(k)

C.H. GUERNSEY & CO. 401(K) SAVINGS AND PROFIT SHARING PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

C.H. Guernsey & Company reported $37,289 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,745 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 0.08% to 0.10%. 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 144th-largest of 724 plans among Oklahoma employers on file, and the 3,319th of 11,654 in professional & technical services. In 2024, employees put in $4.49 for every $1.00 the employer contributed; active participation has grown from 128 to 165 since 2022.

Plan summary
Net assets, end of year$39,752,524
Participants with balances233
Active participants165
Employer contributions$287,851
Employee contributions$1,292,594
Employer contribution per active participant$1,745
Average account balance$170,612
Benefits paid to participants$6,455,279
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.8M · 233 accts · $288K emplr
2023$37.0M · 221 accts · $235K emplr
2022$30.8M · 197 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,275
Investment management$2,014
Total administrative$37,289
The C.H. Guernsey & Company 401(k) match · 2024
Employer contribution per active participant$1,745
Median for plans this size$2,416
2024$1,745 per active participant
2023$1,587 per active participant
2022$1,951 per active participant

C.H. Guernsey & Company'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$37,289 · 0.10%
2023$27,857 · 0.08%
2022Not separately reported
All plans at this employer2
C.H. GUERNSEY & CO. 401(K) SAVINGS AND PROFIT SHARING PLAN401(k)
C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLANDefined-contribution plan
Same employer
Similar plansProfessional & Technical Services · Oklahoma
Express Services, Inc. OK$44.9M · 0.17%
Phillips Murrah, P.C. OK$44.5M · 0.22%
Clarion Events, Inc. OK$37.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730590816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.