Plan Ledger DOL Form 5500 · updated monthly

Coleman Oil Company, LLC401(k)

COLEMAN OIL COMPANY 401(K) PLAN · LEWISTON, ID · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Coleman Oil Company, LLC reported $77,873 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,955 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 3 years on file its reported administrative ratio has held roughly steady near 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 146th-largest of 349 plans among Idaho employers on file, and 2,565th of 4,246 in wholesale trade. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has grown from 247 to 290 since 2022.

Plan summary
Net assets, end of year$13,025,097
Participants with balances179
Active participants290
Employer contributions$566,972
Employee contributions$1,211,609
Employer contribution per active participant$1,955
Average account balance$72,766
Benefits paid to participants$1,205,446
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 179 accts · $567K emplr
2023$10.9M · 191 accts · $480K emplr
2022$9.4M · 172 accts · $437K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,526
Investment management$41,592
Audit (IQPA)$13,755
Total administrative$77,873
The Coleman Oil Company, LLC 401(k) match · 2024
Employer contribution per active participant$1,955
Median for plans this size$2,416
2024$1,955 per active participant
2023$1,683 per active participant
2022$1,770 per active participant

Coleman Oil Company, LLC's 2024 employer contribution ran below the $2,416 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 · 20243
ASCENSUS LLC · Recordkeeping$22,526
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$41,592
CLIFTON LARSON ALLEN LLP · Accounting / audit$13,755

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$77,873 · 0.65%
2023$66,235 · 0.65%
2022$58,788 · 0.62%
Same employer
Similar plansWholesale Trade · Idaho
Lightforce USA Inc. ID$10.5M · 0.03%
Rs&I Inc. ID$8.4M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820321932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.