Plan Ledger DOL Form 5500 · updated monthly

Cp Energy Administration, LLC401(k)

CP ENERGY ADMINISTRATION, LLC 401(K) PLAN · EDMOND, OK · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Cp Energy Administration, LLC reported $49,945 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $2,461 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 0.99% to 0.82%. 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 Oklahoma (494th of 724), and 3,408th of 4,246 in wholesale trade. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 132 to 160 since 2022.

Plan summary
Net assets, end of year$6,648,940
Participants with balances167
Active participants160
Employer contributions$393,834
Employee contributions$643,540
Employer contribution per active participant$2,461
Average account balance$39,814
Benefits paid to participants$598,991
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 167 accts · $394K emplr
2023$5.5M · 145 accts · $385K emplr
2022$4.3M · 146 accts · $291K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,834
Investment management$29,111
Total administrative$49,945
The Cp Energy Administration, LLC 401(k) match · 2024
Employer contribution per active participant$2,461
Median for plans this size$1,313
2024$2,461 per active participant
2023$2,851 per active participant
2022$2,206 per active participant

Cp Energy Administration, LLC's 2024 employer contribution ran above the $1,313 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
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$29,111
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,834

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$49,945 · 0.82%
2023$39,315 · 0.80%
2022$44,197 · 0.99%
Same employer
Similar plansWholesale Trade · Oklahoma
Capital Distributing, LLC OK$7.2M · 0.76%
Parallel AG. OK$7.1M · 0.66%
Petra Industries, LLC OK$6.8M · 0.08%
Great Plains II LLC OK$3.1M · 1.13%
Earnheart Oil Inc OK$3.0M · 1.01%
Fox Building Supply, Inc. OK$2.3M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 471931774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.