Plan Ledger DOL Form 5500 · updated monthly

Oncue Marketing, LLC401(k)

ONCUE 401(K) RETIREMENT PLAN · STILLWATER, OK · plan year 2024

Reported admin expense ratio · 2024
1.97%

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

Oncue Marketing, LLC reported $113,284 in plan administrative expenses for 2024: 1.97% of average plan assets, higher than ~90% of peers. Employer contributions averaged $344 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 1.84% to 1.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oklahoma (493rd of 724), and 3,329th of 5,215 in retail trade. In 2024, employees put in $3.14 for every $1.00 the employer contributed; active participation has grown from 895 to 1,020 since 2022.

Plan summary
Net assets, end of year$6,659,630
Participants with balances315
Active participants1,020
Employer contributions$350,865
Employee contributions$1,101,870
Employer contribution per active participant$344
Average account balance$21,142
Benefits paid to participants$353,132
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 315 accts · $351K emplr
2023$4.9M · 293 accts · $314K emplr
2022$3.2M · 264 accts · $284K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,284
Total administrative$113,284
The Oncue Marketing, LLC 401(k) match · 2024
Employer contribution per active participant$344
Median for plans this size$1,313
2024$344 per active participant
2023$335 per active participant
2022$318 per active participant

Oncue Marketing, LLC'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 · 20245
EMPOWER ANNUITY INSURANCE CO · Recordkeeping$74,279
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$25,717
EMPOWER ADVISORY GROUP LLC · Investment management$12,923
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$2,290
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$113,284 · 1.97%
2023$70,292 · 1.75%
2022$54,822 · 1.84%
Same employer
Similar plansRetail Trade · Oklahoma
Elk Supply Company, LLC OK$8.6M · 0.27%
John Vance Motors Inc. OK$7.3M · 0.78%
Warehouse Market, Inc. OK$4.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510506869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.