Plan Ledger DOL Form 5500 · updated monthly

Hogantaylor LLP401(k)

HOGANTAYLOR LLP 401(K) PROFIT SHARING PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Hogantaylor LLP reported $35,559 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,660 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 0.06% to 0.05%. 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 76th-largest of 724 plans among Oklahoma employers on file, and the 1,989th of 11,654 in professional & technical services. In 2024, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,924,710
Participants with balances514
Active participants360
Employer contributions$2,757,604
Employee contributions$3,018,143
Employer contribution per active participant$7,660
Average account balance$141,877
Benefits paid to participants$8,579,894
Plan auditUnmodified (clean) audit opinion
AuditorSTOTTS, ARCHAMBO, MUEGGENBORG & BAR
Plan history3
Yearassets · accounts · employer contribution
2024$72.9M · 514 accts · $2.8M emplr
2023$66.8M · 513 accts · $2.5M emplr
2022$54.2M · 540 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,262
Investment management$9,297
Total administrative$35,559
The Hogantaylor LLP 401(k) match · 2024
Employer contribution per active participant$7,660
Median for plans this size$3,635
2024$7,660 per active participant
2023$7,063 per active participant
2022$6,091 per active participant

Hogantaylor LLP'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,262
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,297

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$35,559 · 0.05%
2023$32,622 · 0.05%
2022$33,832 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
Conner & Winters, LLP OK$97.5M · 0.02%
Metrea Management LLC OK$56.7M · 5.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731413977 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.