Plan Ledger DOL Form 5500 · updated monthly

Kaiser-Francis Oil Company401(k)

KAISER-FRANCIS OIL COMPANY RETIREMENT INCOME PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Kaiser-Francis Oil Company reported $9,157 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,695 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 0.00% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 52nd-largest of 724 plans among Oklahoma employers on file, and the 1,705th of 13,661 in manufacturing. In 2024, employees put in $2.46 for every $1.00 the employer contributed; active participation has shrunk from 359 to 320 since 2022.

Plan summary
Net assets, end of year$115,876,411
Participants with balances464
Active participants320
Employer contributions$1,502,504
Employee contributions$3,688,700
Employer contribution per active participant$4,695
Average account balance$249,734
Benefits paid to participants$17,064,206
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.9M · 464 accts · $1.5M emplr
2023$113.8M · 523 accts · $1.5M emplr
2022$100.6M · 517 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Trustee / custodial$9,157
Total administrative$9,157
The Kaiser-Francis Oil Company 401(k) match · 2024
Employer contribution per active participant$4,695
Median for plans this size$3,635
2024$4,695 per active participant
2023$4,458 per active participant
2022$4,013 per active participant

Kaiser-Francis Oil Company's 2024 employer contribution ran above the $3,635 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
BOKF NA · Custodial (securities) · Trustee$9,157

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$9,157 · 0.01%
2023$5,452 · 0.01%
2022$3,426 · 0.00%
Same employer
Similar plansManufacturing · Oklahoma
Cx Marketing, LLC OK$139.2M · 0.17%
Zeeco, Inc. OK$134.6M · 0.12%
Td Williamson, Inc OK$127.5M · 0.09%
Moore, a Series OK$113.4M · 0.20%
Balon Corporation OK$106.3M · 0.06%
Webco Industries, Inc. OK$99.8M · 0.10%
Kimray, Inc. OK$99.5M · 2.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731006655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.