Plan Ledger DOL Form 5500 · updated monthly

Montereau, Inc.401(k)

MONTEREAU, INC. 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Montereau, Inc. reported $37,536 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $1,100 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 0.57% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (532nd of 724), and 7,657th of 11,911 in health care & social assistance. In 2024, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,438,896
Participants with balances319
Active participants299
Employer contributions$328,880
Employee contributions$431,317
Employer contribution per active participant$1,100
Average account balance$17,050
Benefits paid to participants$1,133,784
Plan auditUnmodified (clean) audit opinion
AuditorCONKLIN, GILIN, & WERTZ, P.L.L.C.
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 319 accts · $329K emplr
2023$5.2M · 288 accts · $238K emplr
2022$5.3M · 303 accts · $331K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,794
Investment management$8,607
Trustee / custodial$6,135
Total administrative$37,536
The Montereau, Inc. 401(k) match · 2024
Employer contribution per active participant$1,100
Median for plans this size$1,313
2024$1,100 per active participant
2023$758 per active participant
2022$1,174 per active participant

Montereau, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20244
TRUST COMPANY OF OKLAHOMA · Recordkeeping · Trustee$2,710
VISTA INVESTMENT PARTNERS · Investment advisory (plan)$8,318
USI CONSULTING GROUP INC · Contract administrator$3,810

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$37,536 · 0.71%
2023$32,382 · 0.62%
2022$35,418 · 0.57%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Community Action Resource OK$6.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731571795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.