Plan Ledger DOL Form 5500 · updated monthly

Name Brands, Inc.401(k)

NAME BRANDS, INC EMPLOYEES PROFIT SHARING PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Name Brands, Inc. reported $1,460 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,203 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 3 years on file its reported administrative ratio has held roughly steady near 0.006%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 207th-largest of 724 plans among Oklahoma employers on file, and the 1,204th of 5,215 in retail trade. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$25,010,117
Participants with balances227
Active participants169
Employer contributions$203,323
Employee contributions$194,150
Employer contribution per active participant$1,203
Average account balance$110,177
Benefits paid to participants$1,675,088
Plan auditUnmodified (clean) audit opinion
AuditorCCK STRATEGIES, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$25.0M · 227 accts · $203K emplr
2023$23.4M · 193 accts · $524K emplr
2022$21.6M · 235 accts · $450K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,460
Total administrative$1,460
The Name Brands, Inc. 401(k) match · 2024
Employer contribution per active participant$1,203
Median for plans this size$2,416
2024$1,203 per active participant
2023$3,296 per active participant
2022$2,709 per active participant

Name Brands, Inc.'s 2024 employer contribution ran below the $2,416 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.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$1,460

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,460 · 0.01%
2023$4,415 · 0.02%
2022$1,450 · 0.01%
Similar plansRetail Trade · Oklahoma
Hac, Inc. OK$28.0M · 0.53%
Eskridge Auto Group, Inc. OK$27.7M · 0.23%
Pharmcare USA OK$23.1M · 0.31%
Fowler Holding Company, Inc OK$20.3M · 0.04%
J & D Acquisitions, Inc. OK$18.8M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730769994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.