Plan Ledger DOL Form 5500 · updated monthly

Conner & Winters, LLP401(k)

CONNER & WINTERS ABRA PROFIT SHARING 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Conner & Winters, LLP reported $18,453 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,328 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 0.04% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 61st-largest of 724 plans among Oklahoma employers on file, and the 1,554th of 11,654 in professional & technical services. In 2024, the employer put in $1.37 for every $1.00 employees contributed themselves; active participation has shrunk from 87 to 74 since 2022.

Plan summary
Net assets, end of year$97,477,273
Participants with balances116
Active participants74
Employer contributions$1,208,287
Employee contributions$882,102
Employer contribution per active participant$16,328
Average account balance$840,321
Benefits paid to participants$11,828,838
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$97.5M · 116 accts · $1.2M emplr
2023$90.9M · 132 accts · $1.3M emplr
2022$81.1M · 126 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,453
Total administrative$18,453
The Conner & Winters, LLP 401(k) match · 2024
Employer contribution per active participant$16,328
Median for plans this size$3,635
2024$16,328 per active participant
2023$15,732 per active participant
2022$16,533 per active participant

Conner & Winters, LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20242
UNITED PLANNERS FINANCIAL SVC · Investment advisory (plan)$17,022

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$18,453 · 0.02%
2023$6,115 · 0.01%
2022$32,611 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
Paycom Payroll, LLC OK$322.4M · 0.18%
Hogantaylor LLP OK$72.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731388566 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.