Plan Ledger DOL Form 5500 · updated monthly

Hall Capital, LLC401(k)

THE FRED JONES GROUP SAVINGS AND PROFIT SHARING PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Hall Capital, LLC reported $21,820 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,231 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 0.09%. 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 the 194th-largest of 724 plans among Oklahoma employers on file, and the 4,872nd of 13,661 in manufacturing. In 2024, employees put in $3.13 for every $1.00 the employer contributed; active participation has grown from 138 to 166 since 2022.

Plan summary
Net assets, end of year$26,941,162
Participants with balances197
Active participants166
Employer contributions$370,289
Employee contributions$1,159,867
Employer contribution per active participant$2,231
Average account balance$136,757
Benefits paid to participants$2,228,660
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 197 accts · $370K emplr
2023$24.2M · 196 accts · $373K emplr
2022$20.7M · 195 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,820
Total administrative$21,820
The Hall Capital, LLC 401(k) match · 2024
Employer contribution per active participant$2,231
Median for plans this size$2,416
2024$2,231 per active participant
2023$2,551 per active participant
2022$2,358 per active participant

Hall Capital, LLC'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,820

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$21,820 · 0.09%
2023$1,294 · 0.01%
2022$1,331 · 0.01%
Same employer
Similar plansManufacturing · Oklahoma
Bs&B Safety Systems, LLC OK$28.4M · 0.34%
Mesa Products, Inc. OK$26.3M · 0.25%
Cof Aggregate Holdings, Inc OK$24.8M · 0.56%
Rae Corporation OK$24.7M · 0.67%
Schwarz Paving Co., Inc. OK$23.2M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760077620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.