Plan Ledger DOL Form 5500 · updated monthly

Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.401(k)

HALL, ESTILL PROFIT SHARING AND 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. reported $75,730 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $18,951 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 0.05% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 56th-largest of 724 plans among Oklahoma employers on file, and the 1,466th of 11,654 in professional & technical services. In 2024, the employer put in $1.88 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$103,096,241
Participants with balances218
Active participants162
Employer contributions$3,070,122
Employee contributions$1,636,950
Employer contribution per active participant$18,951
Average account balance$472,919
Benefits paid to participants$7,044,159
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$103.1M · 218 accts · $3.1M emplr
2023$92.6M · 214 accts · $3.0M emplr
2022$84.9M · 220 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Investment management$69,132
Trustee / custodial$6,475
Total administrative$75,730
The Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. 401(k) match · 2024
Employer contribution per active participant$18,951
Median for plans this size$3,635
2024$18,951 per active participant
2023$18,692 per active participant
2022$19,182 per active participant

Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.'s 2024 employer contribution ran above the $3,635 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 · 20244
THE LEGACY FINANCIAL GROUP · Investment advisory (participants)$34,576
OLISTICO WEALTH · Investment advisory (participants)$27,129
BOKF, NA · Custodial (securities) · Trustee$7,373
UBS FINANCIAL SERVICE · Securities brokerageindirect 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$75,730 · 0.08%
2023$59,531 · 0.07%
2022$45,999 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
899210-01 Nextep, Inc. OK$566.1M · 0.47%
Paycom Payroll, LLC OK$322.4M · 0.18%
Conner & Winters, LLP OK$97.5M · 0.02%
Hogantaylor LLP OK$72.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730931831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.