Plan Ledger DOL Form 5500 · updated monthly

Northend Associates LLC401(k)

STAN JOHNSON COMPANY 401(K) PLAN · TULSA, OK · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Northend Associates LLC reported $77,908 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,853 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 190th-largest of 724 plans among Oklahoma employers on file, and the 497th of 2,096 in real estate & leasing. In 2022, employees put in $2.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,526,995
Participants with balances37
Active participants63
Employer contributions$116,713
Employee contributions$347,304
Employer contribution per active participant$1,853
Average account balance$743,973
Benefits paid to participants$6,423,641
Plan auditUnmodified (clean) audit opinion
AuditorCONKLIN GILPIN WERTZ, PLLC
Administrative expenses, itemized · 2022
Professional / advisory$73,203
Total administrative$77,908
The Northend Associates LLC 401(k) match · 2022
Employer contribution per active participant$1,853
Median for plans this size$2,266

Northend Associates LLC's 2022 employer contribution ran below the $2,266 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$77,908 · 0.24%
Similar plansReal Estate & Leasing · Oklahoma
Dtn Management Company MI$27.7M · 0.45%
O.R. Colan Associates, LLC NC$27.6M · 0.38%
The Laramar Group, LLC CO$27.6M · 0.37%
East West Partners, LLC CO$27.4M · 0.31%
Hallkeen Management, Inc. MA$27.2M · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873598906 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.