Plan Ledger DOL Form 5500 · updated monthly

Energy Process Technologies Inc.401(k)

ENERGY PROCESS TECHNOLOGIES, INC. SAVINGS PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Energy Process Technologies Inc. reported $23,468 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,313 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 0.04% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oklahoma (380th of 724), and 8,386th of 13,661 in manufacturing. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 101 to 178 since 2022.

Plan summary
Net assets, end of year$10,946,473
Participants with balances201
Active participants178
Employer contributions$411,739
Employee contributions$766,529
Employer contribution per active participant$2,313
Average account balance$54,460
Benefits paid to participants$1,806,209
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & ASSOCIATES, CPAS P C
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 201 accts · $412K emplr
2023$10.4M · 131 accts · $281K emplr
2022$10.3M · 106 accts · $211K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,468
Total administrative$23,468
The Energy Process Technologies Inc. 401(k) match · 2024
Employer contribution per active participant$2,313
Median for plans this size$2,416
2024$2,313 per active participant
2023$2,364 per active participant
2022$2,093 per active participant

Energy Process Technologies Inc.'s 2024 employer contribution ran below the $2,416 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
RAYMOND JAMES INSURANCE GROUP INCindirect comp

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

Administrative cost history3
2024$23,468 · 0.22%
2023$4,149 · 0.04%
2022$4,992 · 0.04%
Same employer
Similar plansManufacturing · Oklahoma
Reel Power International OK$12.6M · 0.28%
Modular Services Company OK$12.5M · 0.33%
Southwest Electric Co. OK$11.4M · 0.70%
Covercraft Industries,Llc. OK$11.3M · 0.12%
Nucera Solutions, LLC OK$10.6M · 0.68%
Champagne Metals, LLC OK$10.3M · 0.15%
Clements Foods Company OK$9.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731563954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.