Plan Ledger DOL Form 5500 · updated monthly

Edge Ofs Holdings401(k)

EDGE OFS 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.67%

Edge Ofs Holdings reported $31,109 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. 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 1.10% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Oklahoma (529th of 724), and 499th of 612 in mining, oil & gas extraction. In 2024, employees put in $3.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,499,389
Participants with balances0
Active participants0
Employer contributions$401,311
Employee contributions$1,423,537
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$906,759
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.5M · $401K emplr
2023$3.8M · 200 accts · $144K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,266
Investment management$16,843
Total administrative$31,109
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
INTRUST BANK NA · Investment advisory (plan)$12,700
EMPOWER ADVISORY GROUP, LLC · Investment management$4,143

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$31,109 · 0.67%
2023$35,296 · 1.10%
Same employer
Similar plansMining, Oil & Gas Extraction · Oklahoma
Latshaw Drilling Co., LLC OK$9.2M · 0.40%
Circle 9 Resources LLC OK$7.3M · 0.07%
Jones Energy, LLC OK$6.8M · 0.64%
M. Wright Services, LLC OK$683K · 0.75%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 821529654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.