Plan Ledger DOL Form 5500 · updated monthly

Coen Oil Company, LLC401(k)

COEN OIL COMPANY 401(K) PLAN · CANONSBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Coen Oil Company, LLC reported $46,429 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $457 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 1.11% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,198th of 3,651), and 2,787th of 4,246 in wholesale trade. In 2024, employees put in $6.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,997,476
Participants with balances796
Active participants657
Employer contributions$300,460
Employee contributions$1,836,849
Employer contribution per active participant$457
Average account balance$13,816
Benefits paid to participants$1,179,579
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 796 accts · $300K emplr
2023$8.8M · 756 accts · $223K emplr
2022$7.0M · 744 accts · $173K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,156
Investment management$27,273
Total administrative$46,429
The Coen Oil Company, LLC 401(k) match · 2024
Employer contribution per active participant$457
Median for plans this size$1,313
2024$457 per active participant
2023$349 per active participant
2022$265 per active participant

Coen Oil Company, LLC's 2024 employer contribution ran below the $1,313 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
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$21,288
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,156
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$5,984

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$46,429 · 0.47%
2023$65,191 · 0.82%
2022$80,496 · 1.11%
Similar plansWholesale Trade · Pennsylvania
C. H. Briggs Company PA$12.0M · 0.38%
Fisher and Thompson PA$11.0M · 0.13%
R F Fager Company PA$10.6M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251852754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.