Plan Ledger DOL Form 5500 · updated monthly

Kaw Nation401(k)

KAW NATION 401(K) PLAN · KAW CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Kaw Nation reported $4,534 in plan administrative expenses for 2024: 0.75% of average plan assets, below the peer median. Employer contributions averaged $236 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 1.07% to 0.75%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Oklahoma (698th of 724), and 1,826th of 2,240 in accommodation & food services. In 2024, employees put in $3.77 for every $1.00 the employer contributed; active participation has shrunk from 279 to 222 since 2022.

Plan summary
Net assets, end of year$714,202
Participants with balances134
Active participants222
Employer contributions$52,434
Employee contributions$197,666
Employer contribution per active participant$236
Average account balance$5,330
Benefits paid to participants$93,258
Plan auditUnmodified (clean) audit opinion
AuditorRED ROCK CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$714K · 134 accts · $52K emplr
2023$489K · 126 accts · $57K emplr
2022$231K · 140 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,534
Total administrative$4,534
The Kaw Nation 401(k) match · 2024
Employer contribution per active participant$236
Median for plans this size$540
2024$236 per active participant
2023$254 per active participant

Kaw Nation's 2024 employer contribution ran below the $540 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.

Administrative cost history3
2024$4,534 · 0.75%
2023$3,290 · 0.91%
2022$1,430 · 1.07%
Similar plansAccommodation & Food Services · Oklahoma
Magnum Foods, Inc. OK$1.5M · 0.51%
Urban Management, Inc. OK$1.1M · 1.22%
Fine Management, LLC OK$155K · 1.71%
Watershed Hospitality OK$90K · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731184157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.