Plan Ledger DOL Form 5500 · updated monthly

Earnheart Oil Inc401(k)

EARNHEART OIL INC 401(K) PROFIT SHARING PLAN & TRUST · MARSHALL, OK · plan year 2024

Reported admin expense ratio · 2024
1.01%

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

Earnheart Oil Inc reported $27,160 in plan administrative expenses for 2024: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,827 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 0.67% to 1.01%. 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 (608th of 724), and 3,927th of 4,246 in wholesale trade. In 2024, employees put in $1.16 for every $1.00 the employer contributed; active participation has grown from 124 to 141 since 2022.

Plan summary
Net assets, end of year$3,048,306
Participants with balances202
Active participants141
Employer contributions$257,639
Employee contributions$298,006
Employer contribution per active participant$1,827
Average account balance$15,091
Benefits paid to participants$190,250
Plan auditUnmodified (clean) audit opinion
AuditorSMITH, CARNEY & CO. P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 202 accts · $258K emplr
2023$2.4M · 180 accts · $226K emplr
2022$1.5M · 148 accts · $121K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,733
Investment management$13,567
Trustee / custodial$860
Total administrative$27,160
The Earnheart Oil Inc 401(k) match · 2024
Employer contribution per active participant$1,827
Median for plans this size$1,313
2024$1,827 per active participant
2023$1,651 per active participant
2022$979 per active participant

Earnheart Oil Inc's 2024 employer contribution ran above 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 · 20242
PAYCHEX, INC. · Recordkeeping$9,923
LEVELIZED COMPENSATION ADVISOR · Investment advisory (plan)$13,076

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

Recordkeeper by year2
2024Paychex
2023LEVELIZED COMPENSATION ADVISOR, Paychex

This plan has changed recordkeepers within these filings. If you left Earnheart Oil 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$27,160 · 1.01%
2023$24,468 · 1.29%
2022$9,882 · 0.67%
Similar plansWholesale Trade · Oklahoma
Petra Industries, LLC OK$6.8M · 0.08%
Great Plains II LLC OK$3.1M · 1.13%
Fox Building Supply, Inc. OK$2.3M · 0.10%
Great Plains LLC OK$1.9M · 0.07%
A & D Supply of Okc , Inc OK$1.8M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731337765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.