Plan Ledger DOL Form 5500 · updated monthly

Crowe & Dunlevy, a Professional Corporation401(k)

CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, PROFIT SHARING AND THRIFT PLAN · OKLAHOMA CITY, OK · plan year 2025

Reported admin expense ratio · 2025
0.05%

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

Crowe & Dunlevy, a Professional Corporation reported $97,894 in plan administrative expenses for 2025: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,310 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 4 years on file its reported administrative ratio has held roughly steady near 0.049%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 36th-largest of 724 plans among Oklahoma employers on file, and the 768th of 11,654 in professional & technical services. In 2025, the employer put in $1.41 for every $1.00 employees contributed themselves; active participation has shrunk from 208 to 182 since 2022.

Plan summary
Net assets, end of year$210,716,984
Participants with balances304
Active participants182
Employer contributions$2,604,474
Employee contributions$1,840,654
Employer contribution per active participant$14,310
Average account balance$693,148
Benefits paid to participants$12,397,481
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$210.7M · 304 accts · $2.6M emplr
2024$188.2M · 304 accts · $2.6M emplr
2023$173.1M · 325 accts · $2.5M emplr
2022$158.5M · 326 accts · $2.5M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$97,894
Total administrative$97,894
The Crowe & Dunlevy, a Professional Corporation 401(k) match · 2025
Employer contribution per active participant$14,310
Median for plans this size$4,093
2025$14,310 per active participant
2024$14,362 per active participant
2023$12,986 per active participant
2022$12,043 per active participant

Crowe & Dunlevy, a Professional Corporation's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
CAYCE WEEMS DBA WEEMS & ROBERTSON$48,562
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$35,640
HOGANTAYLOR LLP$19,900
CHARLES SCHWAB & CO, INC. · Investment advisory (participants) · Securities brokerage$5

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

Administrative cost history4
2025$97,894 · 0.05%
2024$93,399 · 0.05%
2023$86,933 · 0.05%
2022$87,355 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
899210-01 Nextep, Inc. OK$566.1M · 0.47%
Paycom Payroll, LLC OK$322.4M · 0.18%
Conner & Winters, LLP OK$97.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731055796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.