Plan Ledger DOL Form 5500 · updated monthly

Nucera Solutions, LLC401(k)

NUCERA 401(K) PLAN · BARNSDALL, OK · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Nucera Solutions, LLC reported $70,349 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $11,889 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 0.52% to 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oklahoma (384th of 724), and 8,524th of 13,661 in manufacturing. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has shrunk from 117 to 63 since 2022.

Plan summary
Net assets, end of year$10,614,000
Participants with balances117
Active participants63
Employer contributions$748,978
Employee contributions$678,569
Employer contribution per active participant$11,889
Average account balance$90,718
Benefits paid to participants$2,617,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 117 accts · $749K emplr
2023$10.2M · 136 accts · $910K emplr
2022$8.2M · 128 accts · $933K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,792
Investment management$18,940
Audit (IQPA)$22,050
Trustee / custodial$1,567
Total administrative$70,349
The Nucera Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$11,889
Median for plans this size$2,416
2024$11,889 per active participant
2023$8,198 per active participant
2022$7,972 per active participant

Nucera Solutions, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20245
NEWPORT GROUP, INC. · Recordkeeping · Contract administrator$10,868
CBIZ CPA'S P.C. · Accounting / audit$22,050
UBS FINANCIAL SERVICES, INC. · Investment advisory (participants) · Investment advisory (plan)$13,754
MERRILL LYNCH PIERCE FENNER · Investment advisory (plan)$5,187

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$70,349 · 0.68%
2023$50,650 · 0.55%
2022$43,279 · 0.52%
Same employer
Similar plansManufacturing · Oklahoma
Modular Services Company OK$12.5M · 0.33%
Southwest Electric Co. OK$11.4M · 0.70%
Covercraft Industries,Llc. OK$11.3M · 0.12%
Champagne Metals, LLC OK$10.3M · 0.15%
Clements Foods Company OK$9.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851985190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.