Plan Ledger DOL Form 5500 · updated monthly

Ksw Oilfield Rental, LLC401(k)

KSW OILFIELD RENTAL, LLC 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
1.18%

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

Ksw Oilfield Rental, LLC reported $45,914 in plan administrative expenses for 2024: 1.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,862 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 0.78% to 1.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Oklahoma (571st of 724), and 1,616th of 2,096 in real estate & leasing. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has shrunk from 76 to 63 since 2022.

Plan summary
Net assets, end of year$4,177,865
Participants with balances121
Active participants63
Employer contributions$243,314
Employee contributions$368,643
Employer contribution per active participant$3,862
Average account balance$34,528
Benefits paid to participants$549,486
Plan auditUnmodified (clean) audit opinion
AuditorDESROCHES PARTNERS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 121 accts · $243K emplr
2023$3.6M · 106 accts · $281K emplr
2022$2.6M · 105 accts · $291K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,050
Trustee / custodial$44,864
Total administrative$45,914
The Ksw Oilfield Rental, LLC 401(k) match · 2024
Employer contribution per active participant$3,862
Median for plans this size$1,313
2024$3,862 per active participant
2023$3,905 per active participant
2022$3,824 per active participant

Ksw Oilfield Rental, LLC's 2024 employer contribution ran above the $1,313 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 · 20241
INVESTRUST WEALTH MANAGEMENT · Custodial (securities)$44,864

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$45,914 · 1.18%
2023$34,177 · 1.11%
2022$20,508 · 0.78%
Same employer
Similar plansReal Estate & Leasing · Oklahoma
Allfirst, LLC OK$11.2M · 0.12%
Robinson Park, LLC OK$9.3M · 0.03%
Dme Express, LLC OK$1.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201619716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.