Plan Ledger DOL Form 5500 · updated monthly

Flywheel Energy Management, LLC401(k)

FLYWHEEL ENERGY RETIREMENT PLAN · OKLAHOMA, OK · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Flywheel Energy Management, LLC reported $4,719 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,334 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 fell from 0.07% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other utilities employers. By assets it is the 173rd-largest of 724 plans among Oklahoma employers on file, and 224th of 412 in utilities. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,953,982
Participants with balances295
Active participants309
Employer contributions$1,648,086
Employee contributions$2,327,050
Employer contribution per active participant$5,334
Average account balance$104,929
Benefits paid to participants$1,959,307
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.0M · 295 accts · $1.6M emplr
2023$24.5M · 292 accts · $1.7M emplr
2022$17.8M · 299 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,719
Total administrative$4,719
The Flywheel Energy Management, LLC 401(k) match · 2024
Employer contribution per active participant$5,334
Median for plans this size$2,416
2024$5,334 per active participant
2023$5,954 per active participant
2022$5,296 per active participant

Flywheel Energy Management, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,719

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$4,719 · 0.02%
2023$4,075 · 0.02%
2022$12,191 · 0.07%
Same employer
Similar plansUtilities · Oklahoma
Ngl Energy Holdings, LLC OK$117.2M · 0.18%
Mustang Fuel Corporation OK$53.2M · 0.11%
Mammoth Energy Partners LLC OK$40.6M · 0.14%
Ever Green Energy, Inc. MN$32.7M · 0.19%
Ies Downsteam LLC HI$32.6M · 0.05%
Holston Gases, Inc. TN$31.1M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364863019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.