Plan Ledger DOL Form 5500 · updated monthly

Cop, Hometown Services, Inc.401(k)

COP, HOMETOWN SERVICES, INC. EMPLOYEE RETIREMENT 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Cop, Hometown Services, Inc. reported $213,655 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~90% of peers. Employer contributions averaged $824 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 0.61% to 0.96%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 206th-largest of 724 plans among Oklahoma employers on file, and the 1,728th of 5,337 in construction. In 2024, employees put in $2.73 for every $1.00 the employer contributed; active participation has grown from 473 to 1,501 since 2022.

Plan summary
Net assets, end of year$25,174,151
Participants with balances780
Active participants1,501
Employer contributions$1,236,194
Employee contributions$3,370,368
Employer contribution per active participant$824
Average account balance$32,275
Benefits paid to participants$1,961,758
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & ASSOCIATES CPAS PC
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 780 accts · $1.2M emplr
2023$19.4M · 692 accts · $1.0M emplr
2022$8.2M · 248 accts · $281K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$179,930
Investment management$33,725
Total administrative$213,655
The Cop, Hometown Services, Inc. 401(k) match · 2024
Employer contribution per active participant$824
Median for plans this size$2,416
2024$824 per active participant
2023$885 per active participant
2022$594 per active participant

Cop, Hometown Services, 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$170,839
CREATIVE PLANNING HOLDCO, LLC · Recordkeeping · Trustee$42,815

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

Recordkeeper by year2
2024ADP, CREATIVE PLANNING HOLDCO, LLC
2023ADP, CREATIVE PLANNING INC.

This plan has changed recordkeepers within these filings. If you left Cop, Hometown Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$213,655 · 0.96%
2023$176,860 · 1.28%
2022$53,565 · 0.61%
Same employer
Similar plansConstruction · Oklahoma
Kirby-Smith Machinery, Inc. OK$56.3M · 0.13%
Oil Capital Electric, LLC OK$20.8M · 0.02%
Ideal Homes of Norman, L.P. OK$19.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731081869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.