Plan Ledger DOL Form 5500 · updated monthly

Old Shell Road Management, Inc.401(k)

OLD SHELL ROAD MANAGEMENT, INC. 401(K) PLAN · THEODORE, AL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Old Shell Road Management, Inc. reported $7,145 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,046 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 1 year on file its reported administrative ratio rose from 0.04% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Alabama (513th of 902), and 3,358th of 5,337 in construction. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,193,853
Participants with balances115
Active participants231
Employer contributions$241,722
Employee contributions$465,059
Employer contribution per active participant$1,046
Average account balance$71,251
Benefits paid to participants$1,527,565
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$8.2M · 115 accts · $242K emplr
2023$7.9M · 116 accts · $376K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,145
Total administrative$7,145
The Old Shell Road Management, Inc. 401(k) match · 2024
Employer contribution per active participant$1,046
Median for plans this size$1,313
2024$1,046 per active participant
2023$1,137 per active participant

Old Shell Road Management, Inc.'s 2024 employer contribution ran below the $1,313 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.

Administrative cost history2
2024$7,145 · 0.09%
2023$3,215 · 0.04%
Similar plansConstruction · Alabama
Blox LLC AL$9.8M · 0.74%
Boatright Company, Inc. AL$8.3M · 0.11%
Rj Mechanical, Inc. AL$7.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874279908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.