Plan Ledger DOL Form 5500 · updated monthly

Oe Enterprises, Inc.401(k)

OE ENTERPRISES, INC 401(K) PLAN · HILLSBOROUGH, NC · plan year 2023

Reported admin expense ratio · 2023
0.39%

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

Oe Enterprises, Inc. reported $7,416 in plan administrative expenses for 2023: 0.39% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.47% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,767th of 2,005), and 9,991st of 11,911 in health care & social assistance. active participation has shrunk from 407 to 141 since 2022.

Plan summary
Net assets, end of year$2,072,451
Participants with balances130
Active participants141
Employer contributions$0
Employee contributions$149,654
Employer contribution per active participant$0
Average account balance$15,942
Benefits paid to participants$86,558
Plan auditUnmodified (clean) audit opinion
AuditorHUGHES PITTMAN & GUPTON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 133 accts
2023$2.1M · 130 accts
2022$1.7M · 123 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,416
Total administrative$7,416
The Oe Enterprises, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Oe Enterprises, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ASCENSUS LLC · Loan processing · Recordkeeping$7,416

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$13,580 · 0.67%
2023$7,416 · 0.39%
2022$9,086 · 0.47%
Similar plansHealth Care & Social Assistance · North Carolina
Comserv Inc. NC$2.2M · 0.00%
Roof Above, Inc. NC$2.2M · 0.62%
Porters Neck Village NC$2.1M · 1.38%
Generations Ashe NC$1.9M · 0.88%
Family Services, Inc. NC$1.9M · 1.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570740781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.