Plan Ledger DOL Form 5500 · updated monthly

Oak Craft, Inc.401(k)

OAK CRAFT, INC. EMPLOYEE PROFIT SHARING PLAN · PEORIA, AZ · plan year 2024

Reported admin expense ratio · 2024
1.10%

Oak Craft, Inc. reported $36,491 in plan administrative expenses for 2024: 1.10% of average plan assets, higher than ~75% of peers. 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 fell from 1.24% to 1.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Arizona (937th of 1,285), and 12,006th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$3,513,862
Participants with balances165
Active participants184
Employer contributions—
Employee contributions$299,165
Employer contribution per active participant—
Average account balance$21,296
Benefits paid to participants$339,331
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 165 accts
2023$3.1M · 181 accts · $57K emplr
2022$2.7M · 199 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,607
Investment management$13,884
Total administrative$36,491
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$22,827
ROYAL ALLIANCE ASSOCIATES, INC. · Recordkeeping · Pension consulting$17,331
WOODBURY FINANCIAL SERVICES INC. · Recordkeeping · Pension consulting$5,348

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

Recordkeeper by year2
2024ADP, ROYAL ALLIANCE ASSOCIATES, INC., WOODBURY FINANCIAL SERVICES INC.
2023ADP, WOODBURY FINANCIAL SERVICES INC.

This plan has changed recordkeepers within these filings. If you left Oak Craft, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$36,491 · 1.10%
2023$36,018 · 1.24%
2022$36,627 · 1.24%
Same employer
Similar plansManufacturing · Arizona
Mesa Fully Formed, LLC AZ$3.7M · 0.63%
Classy Closets Etc., Inc. AZ$3.6M · 1.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860463849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.