Plan Ledger DOL Form 5500 · updated monthly

Metrea Management LLC401(k)

METREA LLC 401(K) PLAN · BETHANY, OK · plan year 2024

Reported admin expense ratio · 2024
5.34%

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

Metrea Management LLC reported $2,688,645 in plan administrative expenses for 2024: 5.34% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,601 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 102nd-largest of 724 plans among Oklahoma employers on file, and the 2,487th of 11,654 in professional & technical services. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,667,961
Participants with balances1,045
Active participants743
Employer contributions$4,161,887
Employee contributions$6,696,082
Employer contribution per active participant$5,601
Average account balance$54,228
Benefits paid to participants$8,256,067
AuditorBDO
The Metrea Management LLC 401(k) match · 2024
Employer contribution per active participant$5,601
Median for plans this size$3,635

Metrea Management LLC'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 · 20247
OSAIC WEALTH INC · Investment management$77,258
NATIONWIDE · Investment management$60,742
BRINKER CAPITAL INVESTMENTS · Investment advisory (participants)$27,721
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment management$10,599
NATIONWIDE · Investment management$4,322
NATIONWIDE RETIREMENT PLANS · Investment management$1,830
NATIONWIDE · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$2,688,645 · 5.34%
Similar plansProfessional & Technical Services · Oklahoma
Hogantaylor LLP OK$72.9M · 0.05%
Express Services, Inc. OK$44.9M · 0.17%
Phillips Murrah, P.C. OK$44.5M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823915646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.