Plan Ledger DOL Form 5500 · updated monthly

Dale Rogers Training Center401(k)

DALE ROGERS TRAINING CENTER 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Dale Rogers Training Center reported $10,870 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $1,228 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 1 year on file its reported administrative ratio fell from 2.22% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (629th of 724), and 9,762nd of 11,911 in health care & social assistance. In 2024, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,342,813
Participants with balances195
Active participants195
Employer contributions$239,510
Employee contributions$296,036
Employer contribution per active participant$1,228
Average account balance$12,014
Benefits paid to participants$184,829
Plan auditUnmodified (clean) audit opinion
AuditorHSPG & ASSOCIATES, PC
Plan history2
Yearassets · accounts · employer contribution
2024$2.3M · 195 accts · $240K emplr
2023$1.8M · 171 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,870
Total administrative$10,870
The Dale Rogers Training Center 401(k) match · 2024
Employer contribution per active participant$1,228
Median for plans this size$1,313
2024$1,228 per active participant
2023$1,410 per active participant

Dale Rogers Training Center's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20241
LINCOLN NATIONAL CORP · Contract administrator$10,870

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

Administrative cost history2
2024$10,870 · 0.53%
2023$20,522 · 2.22%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Triad Eye Institute, PLLC OK$3.2M · 0.77%
Catalyst Dental LLC OK$2.0M · 1.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730665454 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.