Plan Ledger DOL Form 5500 · updated monthly

Ors Nasco, LLC401(k)

ORS NASCO 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Ors Nasco, LLC reported $128,017 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,499 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 140th-largest of 724 plans among Oklahoma employers on file, and the 1,015th of 4,246 in wholesale trade. In 2024, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,753,294
Participants with balances996
Active participants439
Employer contributions$1,096,988
Employee contributions$2,783,161
Employer contribution per active participant$2,499
Average account balance$40,917
Benefits paid to participants$8,755,879
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,757
Investment management$8,260
Audit (IQPA)$40,000
Total administrative$128,017
The Ors Nasco, LLC 401(k) match · 2024
Employer contribution per active participant$2,499
Median for plans this size$2,416

Ors Nasco, LLC's 2024 employer contribution ran above the $2,416 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$79,757
GALLAGHER FIDUCIARY ADVISORS, LLC · Accounting / audit · Consulting$40,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,260

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

Administrative cost history1
2024$128,017 · 0.32%
Same employer
Similar plansWholesale Trade · Oklahoma
P & K Equipment, Inc OK$45.3M · 0.18%
Fabricut, Inc. OK$44.8M · 0.12%
Mtm Recognition Corporation OK$44.7M · 0.19%
Imagenet Consulting, LLC OK$41.0M · 0.24%
Berendsen, Inc. OK$40.6M · 0.18%
Bution Holdco 1, LLC OK$38.8M · 0.30%
Axh Holdings, LLC OK$25.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730958050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.