Plan Ledger DOL Form 5500 · updated monthly

Trustees, Oklahoma State Pipe Trades Annuity Fund401(k)

OKLAHOMA STATE PIPE TRADES ANNUITY FUND · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Trustees, Oklahoma State Pipe Trades Annuity Fund reported $548,491 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,812 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 0.29% to 0.62%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 62nd-largest of 724 plans among Oklahoma employers on file, and the 650th of 5,337 in construction. In 2024, the employer put in $9.25 for every $1.00 employees contributed themselves; active participation has grown from 1,969 to 2,257 since 2022.

Plan summary
Net assets, end of year$93,144,407
Participants with balances3,735
Active participants2,257
Employer contributions$6,345,877
Employee contributions$685,864
Employer contribution per active participant$2,812
Average account balance$24,938
Benefits paid to participants$5,620,504
Plan auditUnmodified (clean) audit opinion
AuditorROYLE VAZQUEZ LLP
Plan history3
Yearassets · accounts · employer contribution
2024$93.1M · 3,735 accts · $6.3M emplr
2023$83.0M · 3,174 accts · $4.5M emplr
2022$73.5M · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$343,052
Investment management$97,516
Audit (IQPA)$17,430
Total administrative$548,491
The Trustees, Oklahoma State Pipe Trades Annuity Fund 401(k) match · 2024
Employer contribution per active participant$2,812
Median for plans this size$3,635
2024$2,812 per active participant
2023$2,614 per active participant
2022$1,744 per active participant

Trustees, Oklahoma State Pipe Trades Annuity Fund's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20246
JOHN HANCOCK RETIREMENT PLAN SERVIC · Recordkeeping$226,042
PLUMBERS LOCAL UNION 430 · Contract administrator$117,010
RBC WEALTH MANAGEMENT · Investment advisory (plan)$97,516
ROBEIN, URANN, SPENCER, PICARD & CA · Legal$17,730
ROYLE VAZQUEZ LLP · Accounting / audit$15,780
COLLINS QUALITY PRINT SHOP$15,213

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$548,491 · 0.62%
2023$467,699 · 0.60%
2022$230,861 · 0.29%
Similar plansConstruction · Oklahoma
Chickasaw Nation OK$382.9M · 0.08%
Rooney Holdings, Inc. OK$150.7M · 0.19%
Flintco, LLC OK$113.5M · 0.13%
Cni Government, LLC OK$92.2M · 0.35%
Kirby-Smith Machinery, Inc. OK$56.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731153085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.