Plan Ledger DOL Form 5500 · updated monthly

Fowler Holding Company, Inc401(k)

FOWLER HOLDING COMPANY, INC 401(K) PLAN · NORMAN, OK · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Fowler Holding Company, Inc reported $7,062 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $298 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 0.11% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 249th-largest of 724 plans among Oklahoma employers on file, and the 1,435th of 5,215 in retail trade. In 2024, employees put in $6.56 for every $1.00 the employer contributed; active participation has grown from 426 to 530 since 2022.

Plan summary
Net assets, end of year$20,300,939
Participants with balances597
Active participants530
Employer contributions$158,157
Employee contributions$1,037,595
Employer contribution per active participant$298
Average account balance$34,005
Benefits paid to participants$1,148,221
Plan auditUnmodified (clean) audit opinion
AuditorWENDELL R. GRAHAM, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$20.3M · 597 accts · $158K emplr
2023$18.1M · 554 accts · $677K emplr
2022$14.5M · 528 accts · $593K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,400
Total administrative$7,062
The Fowler Holding Company, Inc 401(k) match · 2024
Employer contribution per active participant$298
Median for plans this size$2,416
2024$298 per active participant
2023$1,488 per active participant
2022$1,392 per active participant

Fowler Holding Company, Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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

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$7,062 · 0.04%
2023$39,064 · 0.24%
2022$16,930 · 0.11%
Same employer
Similar plansRetail Trade · Oklahoma
Name Brands, Inc. OK$25.0M · 0.01%
Pharmcare USA OK$23.1M · 0.31%
J & D Acquisitions, Inc. OK$18.8M · 0.83%
Hudiburg Auto Group, Inc. OK$15.4M · 0.22%
Imperial, LLC OK$14.9M · 1.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 731291239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.