Plan Ledger DOL Form 5500 · updated monthly

Community Action Project of Tulsa County, Inc.403(b)

403(B) THRIFT PLAN FOR COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Community Action Project of Tulsa County, Inc. reported $102,181 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,060 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 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 229th-largest of 724 plans among Oklahoma employers on file, and the 1,528th of 3,091 in educational services. In 2024, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,062,654
Participants with balances727
Active participants624
Employer contributions$661,334
Employee contributions$1,634,481
Employer contribution per active participant$1,060
Average account balance$30,348
Benefits paid to participants$1,528,210
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.1M · 727 accts · $661K emplr
2023$18.7M · 737 accts · $618K emplr
2022$15.1M · 731 accts · $562K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,573
Investment management$16,131
Trustee / custodial$19,562
Total administrative$102,181
Employer contributions to the Community Action Project of Tulsa County, Inc. plan · 2024
Employer contribution per active participant$1,060
Median for plans this size$2,416
2024$1,060 per active participant
2023$985 per active participant
2022$918 per active participant

Community Action Project of Tulsa County, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
BOKF, N.A. · Custodial (securities) · Loan processing$102,180

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$102,181 · 0.50%
2023$87,578 · 0.52%
2022$83,810 · 0.52%
Same employer
Similar plansEducational Services · Oklahoma
Heritage Hall OK$29.3M · 0.29%
Westminster School OK$13.2M · 0.22%
Tulsa Educare, Inc. OK$6.3M · 0.05%
Dove Schools, Inc. OK$5.7M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731019247 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.