Plan Ledger DOL Form 5500 · updated monthly

Frankfurt-Short-Bruza Associates401(k)

FRANKFURT-SHORT-BRUZA ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN · OKLAHOMA CITY, 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

Frankfurt-Short-Bruza Associates reported $3,888 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,412 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 0.01% to 0.02%. 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 244th-largest of 724 plans among Oklahoma employers on file, and the 5,378th of 11,654 in professional & technical services. In 2024, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,962,327
Participants with balances221
Active participants186
Employer contributions$634,696
Employee contributions$1,565,223
Employer contribution per active participant$3,412
Average account balance$94,852
Benefits paid to participants$646,757
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.0M · 221 accts · $635K emplr
2023$16.7M · 239 accts · $591K emplr
2022$15.8M · 230 accts · $503K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,888
Total administrative$3,888
The Frankfurt-Short-Bruza Associates 401(k) match · 2024
Employer contribution per active participant$3,412
Median for plans this size$2,416
2024$3,412 per active participant
2023$3,028 per active participant
2022$2,442 per active participant

Frankfurt-Short-Bruza Associates's 2024 employer contribution ran above 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$541

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$3,888 · 0.02%
2023$3,784 · 0.02%
2022$2,292 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
Interworks, Inc. OK$23.9M · 0.54%
North Bay Associates, LLC OK$23.2M · 0.11%
Spirit Human Resources, LLC OK$21.7M · 0.66%
Exodus HR, LLC OK$20.3M · 0.91%
Gdh Consulting, Inc. OK$19.6M · 0.56%
Ackerman McQueen, Inc. OK$19.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731188758 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.