Plan Ledger DOL Form 5500 · updated monthly

Chloeta Holdings LLC401(k)

CHLOETA RETIREMENT SAVINGS PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Chloeta Holdings LLC reported $6,787 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $1,589 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Oklahoma (667th of 724), and 2,098th of 2,534 in administrative & support services. In 2024, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,327,708
Participants with balances207
Active participants102
Employer contributions$162,100
Employee contributions$443,290
Employer contribution per active participant$1,589
Average account balance$6,414
Benefits paid to participants$233,711
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,787
Total administrative$6,787
The Chloeta Holdings LLC 401(k) match · 2024
Employer contribution per active participant$1,589
Median for plans this size$1,313

Chloeta Holdings LLC's 2024 employer contribution ran above the $1,313 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
CGRPS · Recordkeeping · Investment management$2,370
TRISTAR PENSION LTD · Accounting / audit · Actuarial$4,500

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

Administrative cost history1
2024$6,787 · 0.63%
Similar plansAdministrative & Support Services · Oklahoma
Weldon Parts, Inc. OK$4.5M · 0.36%
Den Mar Services, Inc. OK$4.0M · 0.42%
McCoy Tree Surgery Co. OK$2.3M · 1.30%
Fms, Inc OK$1.4M · 1.52%
Dav-Force OK$173K · 1.67%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 263474042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.