Plan Ledger DOL Form 5500 · updated monthly

Inceed, LLC401(k)

INCEED, LLC PROFIT SHARING PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Inceed, LLC reported $7,889 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,320 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 0.04% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 353rd-largest of 724 plans among Oklahoma employers on file, and the 1,434th of 3,341 in other services. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 153 to 187 since 2022.

Plan summary
Net assets, end of year$12,645,516
Participants with balances147
Active participants187
Employer contributions$433,926
Employee contributions$865,138
Employer contribution per active participant$2,320
Average account balance$86,024
Benefits paid to participants$770,585
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 147 accts · $434K emplr
2023$10.3M · 154 accts · $437K emplr
2022$8.0M · 135 accts · $405K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,525
Investment management$3,214
Total administrative$7,889
The Inceed, LLC 401(k) match · 2024
Employer contribution per active participant$2,320
Median for plans this size$2,416
2024$2,320 per active participant
2023$2,439 per active participant
2022$2,650 per active participant

Inceed, 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 · 20243
GREYSTONE CAPITAL PARTNERS GROUPindirect comp
WOODBURY FINANCIAL SERVICES INCindirect comp
QUALIFIED PLAN CONSULTANTS, LLC · Other servicesindirect 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$7,889 · 0.07%
2023$3,497 · 0.04%
2022$3,489 · 0.04%
Same employer
Similar plansOther Services · Oklahoma
Limco-Piedmont, Inc. OK$15.5M · 0.50%
R.K. Black, Inc. OK$14.4M · 0.39%
Abbott Industries, Inc OK$11.5M · 0.00%
Iowa Tribe of Oklahoma OK$10.1M · 0.04%
Standley Systems, LLC OK$9.5M · 1.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731610687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.