Plan Ledger DOL Form 5500 · updated monthly

Crimson Oak Grove Resources, LLC401(k)

CRIMSON OAK GROVE RESOURCES, LLC HOURLY SAVINGS PLAN · POWHATAN POINT, OH · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Crimson Oak Grove Resources, LLC reported $47,933 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $8,248 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 0.36% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Ohio (1,761st of 3,295), and 383rd of 612 in mining, oil & gas extraction. In 2024, the employer put in $1.97 for every $1.00 employees contributed themselves; active participation has shrunk from 429 to 381 since 2022.

Plan summary
Net assets, end of year$12,686,074
Participants with balances431
Active participants381
Employer contributions$3,142,536
Employee contributions$1,598,100
Employer contribution per active participant$8,248
Average account balance$29,434
Benefits paid to participants$4,606,174
Plan auditUnmodified (clean) audit opinion
AuditorCIUNI & PANICHI, INC
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 431 accts · $3.1M emplr
2023$11.1M · 474 accts · $3.4M emplr
2022$8.3M · 481 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,453
Investment management$18,480
Total administrative$47,933
The Crimson Oak Grove Resources, LLC 401(k) match · 2024
Employer contribution per active participant$8,248
Median for plans this size$2,416
2024$8,248 per active participant
2023$8,010 per active participant
2022$7,323 per active participant

Crimson Oak Grove Resources, LLC's 2024 employer contribution ran above the $2,416 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$29,453
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$18,480
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$47,933 · 0.40%
2023$29,164 · 0.30%
2022$28,326 · 0.36%
All plans at this employer2
CRIMSON OAK GROVE RESOURCES, LLC HOURLY SAVINGS PLAN401(k)
CRIMSON OAK GROVE RESOURCES, LLC RETIREMENT 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansMining, Oil & Gas Extraction · Ohio
R.W. Sidley, Inc. OH$15.3M · 0.18%
Kimble Company OH$15.2M · 0.08%
Ows Acquisition Co LLC OH$1.5M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851222574 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.