Plan Ledger DOL Form 5500 · updated monthly

Finley & Cook, P.L.L.C.401(k)

FINLEY & COOK 401(K) SAVINGS INCENTIVE PLAN · SHAWNEE, OK · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Finley & Cook, P.L.L.C. reported $97,890 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,169 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 3 years on file its reported administrative ratio has held roughly steady near 0.591%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 280th-largest of 724 plans among Oklahoma employers on file, and 6,004th of 11,654 in professional & technical services. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,589,122
Participants with balances167
Active participants182
Employer contributions$394,806
Employee contributions$774,455
Employer contribution per active participant$2,169
Average account balance$105,324
Benefits paid to participants$1,325,569
Plan auditUnmodified (clean) audit opinion
AuditorROSE ROCK CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.6M · 167 accts · $395K emplr
2023$15.5M · 179 accts · $371K emplr
2022$13.1M · 179 accts · $379K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,193
Trustee / custodial$49,697
Total administrative$97,890
The Finley & Cook, P.L.L.C. 401(k) match · 2024
Employer contribution per active participant$2,169
Median for plans this size$2,416
2024$2,169 per active participant
2023$2,132 per active participant
2022$1,933 per active participant

Finley & Cook, P.L.L.C.'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 · 20243
BANCFIRST · Trustee (directed)$49,697
EMPLOYEE BENEFITS GROUP, LLC · Contract administratorindirect 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$97,890 · 0.59%
2023$81,638 · 0.57%
2022$89,063 · 0.59%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
Gdh Consulting, Inc. OK$19.6M · 0.56%
Ackerman McQueen, Inc. OK$19.5M · 0.31%
Cec Corporation OK$17.8M · 0.20%
Cyntergy Aec LLC OK$15.4M · 0.49%
Hebco, Inc. OK$13.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730604334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.