Plan Ledger DOL Form 5500 · updated monthly

Coates Field Service, Inc.401(k)

COATES FIELD SERVICE, INC. EMPLOYEES SAVINGS AND PROFIT SHARING PLAN · OKLAHOMA CITY, OK · plan year 2023

Reported admin expense ratio · 2023
0.64%

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

Coates Field Service, Inc. reported $101,448 in plan administrative expenses for 2023: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $448 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 0.59% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 294th-largest of 724 plans among Oklahoma employers on file, and the 791st of 2,096 in real estate & leasing. In 2023, employees put in $9.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,337,287
Participants with balances248
Active participants223
Employer contributions$100,000
Employee contributions$978,765
Employer contribution per active participant$448
Average account balance$65,876
Benefits paid to participants$2,607,671
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 248 accts · $100K emplr
2023$16.3M · 248 accts · $100K emplr
2022$15.4M · 395 accts · $100K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$50,235
Investment management$34,323
Total administrative$101,448
The Coates Field Service, Inc. 401(k) match · 2023
Employer contribution per active participant$448
Median for plans this size$2,440
2024$476 per active participant
2023$448 per active participant
2022$407 per active participant

Coates Field Service, Inc.'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 · 20234
EXENCIAL WEALTH ADVISORS LLC · Investment advisory (plan)$31,206
COATES FIELD SERVICE INC$16,500
EMPOWER ADVISORY GROUP, LLC · Investment management$3,117

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

Administrative cost history3
2024$100,798 · 0.64%
2023$101,448 · 0.64%
2022$107,596 · 0.59%
Same employer
Similar plansReal Estate & Leasing · Oklahoma
Northend Associates LLC OK$27.5M · 0.24%
Price Edwards & Company OK$15.3M · 0.51%
Allfirst, LLC OK$11.2M · 0.12%
Robinson Park, LLC OK$9.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730574212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.