Plan Ledger DOL Form 5500 · updated monthly

Imperial, LLC401(k)

IMPERIAL, LLC RETIREMENT SAVINGS PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
1.00%

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

Imperial, LLC reported $136,826 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~90% of peers. Employer contributions averaged $940 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 3 years on file its reported administrative ratio has held roughly steady near 1.00%. 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 314th-largest of 724 plans among Oklahoma employers on file, and the 1,910th of 5,215 in retail trade. In 2024, employees put in $2.45 for every $1.00 the employer contributed; active participation has grown from 495 to 629 since 2022.

Plan summary
Net assets, end of year$14,945,169
Participants with balances694
Active participants629
Employer contributions$591,170
Employee contributions$1,447,889
Employer contribution per active participant$940
Average account balance$21,535
Benefits paid to participants$775,064
Plan auditUnmodified (clean) audit opinion
AuditorHEATHERINGTON & FIELDS
Plan history3
Yearassets · accounts · employer contribution
2024$14.9M · 694 accts · $591K emplr
2023$12.4M · 621 accts · $522K emplr
2022$10.0M · 541 accts · $417K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,869
Investment management$35,957
Total administrative$136,826
The Imperial, LLC 401(k) match · 2024
Employer contribution per active participant$940
Median for plans this size$2,416
2024$940 per active participant
2023$900 per active participant
2022$843 per active participant

Imperial, LLC'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 · 20243
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$73,669
USI CONSULTING GROUP · Recordkeeping · Loan processing$22,821
EDWARD D JONES & COMPANY · Investment advisory (plan)$33,246

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica, USI Consulting
2023Transamerica, USI Consulting

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Administrative cost history3
2024$136,826 · 1.00%
2023$122,373 · 1.09%
2022$102,866 · 0.97%
Same employer
Similar plansRetail Trade · Oklahoma
Fowler Holding Company, Inc OK$20.3M · 0.04%
J & D Acquisitions, Inc. OK$18.8M · 0.83%
Hudiburg Auto Group, Inc. OK$15.4M · 0.22%
Atwood Distributing, L.P. OK$14.4M · 0.59%
Nelson Automotive, Inc. OK$13.6M · 0.42%
Ferguson Pontiac-Gmc, Inc. OK$11.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731310190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.