Plan Ledger DOL Form 5500 · updated monthly

Oak Hall Industries, LP401(k)

OAK HALL INDUSTRIES, LP 401(K) PLAN · SALEM, VA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Oak Hall Industries, LP reported $37,249 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $537 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 0.24% to 0.64%. 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 Virginia (1,736th of 2,266), and 10,680th of 13,661 in manufacturing. In 2024, employees put in $3.18 for every $1.00 the employer contributed; active participation has grown from 262 to 316 since 2022.

Plan summary
Net assets, end of year$5,998,276
Participants with balances358
Active participants316
Employer contributions$169,747
Employee contributions$539,252
Employer contribution per active participant$537
Average account balance$16,755
Benefits paid to participants$1,303,634
Plan auditUnmodified (clean) audit opinion
AuditorBROWN PLUS
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 358 accts · $170K emplr
2023$5.7M · 334 accts · $148K emplr
2022$5.6M · 165 accts · $96K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,779
Investment management$31,470
Total administrative$37,249
The Oak Hall Industries, LP 401(k) match · 2024
Employer contribution per active participant$537
Median for plans this size$1,313
2024$537 per active participant
2023$448 per active participant
2022$365 per active participant

Oak Hall Industries, LP's 2024 employer contribution ran below the $1,313 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 · 20242
ADP, INC. · Recordkeeping$37,249
ADP BROKER-DEALER · Other servicesindirect comp

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
2023ADP, BROWN SCHULTZ SHERIDAN & FRITZ

This plan has changed recordkeepers within these filings. If you left Oak Hall Industries, LP 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$37,249 · 0.64%
2023$43,436 · 0.77%
2022$14,308 · 0.24%
Same employer
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Tegra LLC VA$6.6M · 0.72%
Premiere Fibers, LLC VA$6.1M · 0.72%
Open Plan Systems VA$5.9M · 0.45%
Smith Midland Corporation VA$5.8M · 0.04%
Advex Corporation VA$5.8M · 0.05%
Hoover & Strong, Inc. VA$5.4M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251797600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.