Plan Ledger DOL Form 5500 · updated monthly

Circle 9 Resources LLC401(k)

CIRCLE 9 RESOURCES 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Circle 9 Resources LLC reported $4,500 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,247 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 fell from 0.37% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Oklahoma (467th of 724), and 465th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,348,225
Participants with balances180
Active participants128
Employer contributions$543,646
Employee contributions$921,195
Employer contribution per active participant$4,247
Average account balance$40,823
Benefits paid to participants$1,347,178
Plan auditUnmodified (clean) audit opinion
AuditorWILSEY MEYER EATMON TATE PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$7.3M · 180 accts · $544K emplr
2022$3.8M · 197 accts · $513K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,500
Total administrative$4,500
The Circle 9 Resources LLC 401(k) match · 2024
Employer contribution per active participant$4,247
Median for plans this size$1,313
2024$4,247 per active participant
2022$1,996 per active participant

Circle 9 Resources LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$23,806

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

Administrative cost history2
2024$4,500 · 0.07%
2022$12,474 · 0.37%
Same employer
Similar plansMining, Oil & Gas Extraction · Oklahoma
Le Jones Operating OK$9.6M · 0.20%
Kemp Quarries OK$9.4M · 0.03%
Latshaw Drilling Co., LLC OK$9.2M · 0.40%
Jones Energy, LLC OK$6.8M · 0.64%
Edge Ofs Holdings OK$5.5M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462456054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.