Plan Ledger DOL Form 5500 · updated monthly

Chickasaw Nation401(k)

CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN · ADA, OK · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Chickasaw Nation reported $291,230 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $1,969 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 0.06% to 0.08%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 25th-largest of 724 plans among Oklahoma employers on file, and the 183rd of 5,337 in construction. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has grown from 7,615 to 8,384 since 2022.

Plan summary
Net assets, end of year$382,896,022
Participants with balances8,889
Active participants8,384
Employer contributions$16,504,390
Employee contributions$20,811,963
Employer contribution per active participant$1,969
Average account balance$43,075
Benefits paid to participants$30,930,193
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$382.9M · 8,889 accts · $16.5M emplr
2023$327.4M · 8,418 accts · $15.0M emplr
2022$267.4M · 7,899 accts · $14.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$210,462
Trustee / custodial$80,768
Total administrative$291,230
The Chickasaw Nation 401(k) match · 2024
Employer contribution per active participant$1,969
Median for plans this size$4,294
2024$1,969 per active participant
2023$1,887 per active participant
2022$1,842 per active participant

Chickasaw Nation's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MILLIMAN, INC. · Recordkeeping · Pension consulting$210,462
CHARLES SCHWAB TRUST BANK · Custodial (securities)$80,768
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$291,230 · 0.08%
2023$214,010 · 0.07%
2022$169,757 · 0.06%
Same employer
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Kb Home CA$390.9M

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Source: U.S. Department of Labor, Form 5500 series, EIN 731374986 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.