Plan Ledger DOL Form 5500 · updated monthly

Cleveland Integrity Services, LLC401(k)

CLEVELAND INTEGRITY SERVICES, LLC 401(K) PLAN · CLEVELAND, OK · plan year 2023

Reported admin expense ratio · 2023
0.37%

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

Cleveland Integrity Services, LLC reported $39,385 in plan administrative expenses for 2023: 0.37% of average plan assets, above the peer median. Employer contributions averaged $144 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 has held roughly steady near 0.370%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Oklahoma (375th of 724), and 402nd of 612 in mining, oil & gas extraction. In 2023, employees put in $15.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,177,426
Participants with balances266
Active participants636
Employer contributions$91,513
Employee contributions$1,408,952
Employer contribution per active participant$144
Average account balance$42,020
Benefits paid to participants$2,590,443
Plan auditUnmodified (clean) audit opinion
AuditorHEARD, MCELROY & VESTAL, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$9.1M · 207 accts · $60K emplr
2023$11.2M · 266 accts · $92K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$34,740
Trustee / custodial$4,645
Total administrative$39,385
The Cleveland Integrity Services, LLC 401(k) match · 2023
Employer contribution per active participant$144
Median for plans this size$2,440
2024$14,993 per active participant
2023$144 per active participant

Cleveland Integrity Services, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
NWPS · Contract administrator · Recordkeeping$34,740

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

Recordkeeper by year2
2024NWPS
2023NWPS

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Administrative cost history2
2024$37,483 · 0.37%
2023$39,385 · 0.37%
Same employer
Similar plansMining, Oil & Gas Extraction · Oklahoma
B & H Construction, LLC OK$15.6M · 0.58%
Levare U.S., Inc. OK$14.1M · 0.34%
Le Jones Operating OK$9.6M · 0.20%
Kemp Quarries OK$9.4M · 0.03%
Latshaw Drilling Co., LLC OK$9.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 922109568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.