Plan Ledger DOL Form 5500 · updated monthly

Marilyn Ihloff, Inc.401(k)

MARILYN IHLOFF, INC. RETIREMENT PLAN · TULSA, OK · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Marilyn Ihloff, Inc. reported $4,225 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $936 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oklahoma (593rd of 724), and 2,598th of 3,341 in other services. In 2022, employees put in $4.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,348,336
Participants with balances98
Active participants43
Employer contributions$40,234
Employee contributions$172,353
Employer contribution per active participant$936
Average account balance$34,167
Benefits paid to participants$674,459
Plan auditUnmodified (clean) audit opinion
AuditorBRISCOE, BURKE & GRIGSBY LLP
The Marilyn Ihloff, Inc. 401(k) match · 2022
Employer contribution per active participant$936
Median for plans this size$1,114

Marilyn Ihloff, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,225 · 0.11%
Similar plansOther Services · Oklahoma
Seneca Cayuga Nation OK$2.8M · 0.75%
Pawnee Tribal Development OK$873K · 2.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 731087467 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.