Oakley Transportation Group, Inc.401(k)
OAKLEY TRANSPORTATION GROUP 401(K) PLAN · LAKE WALES, FL · plan year 2025
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Oakley Transportation Group, Inc. reported $86,450 in plan administrative expenses for 2025: 0.61% of average plan assets, higher than ~90% of peers. Employer contributions averaged $154 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 fell from 0.75% to 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,415th-largest of 3,644 plans among Florida employers on file, and the 937th of 2,677 in transportation & warehousing. In 2025, employees put in $14.07 for every $1.00 the employer contributed; active participation has shrunk from 1,067 to 766 since 2022.
Oakley Transportation Group, Inc.'s 2025 employer contribution ran below the $2,666 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 471451534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.