Plan Ledger DOL Form 5500 · updated monthly

Cck Strategies, PLLC401(k)

CCK STRATEGIES PLLC 401(K) PROFIT SHARING PLAN · TULSA, OK · plan year 2025

Reported admin expense ratio · 2025
0.60%

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

Cck Strategies, PLLC reported $54,438 in plan administrative expenses for 2025: 0.60% of average plan assets, above the peer median. Employer contributions averaged $2,447 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 3 years on file its reported administrative ratio rose from 0.57% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oklahoma (400th of 724), and 8,021st of 11,654 in professional & technical services. In 2025, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 112 to 149 since 2022.

Plan summary
Net assets, end of year$9,932,792
Participants with balances141
Active participants149
Employer contributions$364,539
Employee contributions$914,685
Employer contribution per active participant$2,447
Average account balance$70,445
Benefits paid to participants$829,128
Plan auditUnmodified (clean) audit opinion
AuditorHANTZMON WIEBEL LLP
Plan history4
Yearassets · accounts · employer contribution
2025$9.9M · 141 accts · $365K emplr
2024$8.1M · 144 accts · $367K emplr
2023$6.2M · 145 accts · $338K emplr
2022$4.4M · 135 accts · $263K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$47,720
Investment management$4,118
Total administrative$54,438
The Cck Strategies, PLLC 401(k) match · 2025
Employer contribution per active participant$2,447
Median for plans this size$1,464
2025$2,447 per active participant
2024$2,210 per active participant
2023$2,702 per active participant
2022$2,352 per active participant

Cck Strategies, PLLC's 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,190

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$54,438 · 0.60%
2024$46,306 · 0.65%
2023$31,659 · 0.59%
2022$25,784 · 0.57%
Same employer
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Agio, Inc. OK$11.8M · 1.14%
Arl Bio Pharma, Inc. OK$10.6M · 0.60%
B+T Group Holdings, Inc OK$10.1M · 0.14%
Realtime Peo II, LLC OK$9.7M · 0.23%
Vetevolve Holdings, LLC OK$9.5M · 1.35%
Adfitech, Inc. OK$9.4M · 0.84%
Oak Tree Software, Inc. OK$8.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731528194 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.