Plan Ledger DOL Form 5500 · updated monthly

Otoe-Missouria Development Authority401(k)

OTOE-MISSOURIA DEVELOPMENT AUTHORITY 401(K) PROFIT SHARING PLAN & TRUST · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Otoe-Missouria Development Authority reported $47,874 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $506 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 0.61% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Oklahoma (491st of 724), and 826th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,716,197
Participants with balances571
Active participants524
Employer contributions$265,287
Employee contributions$468,476
Employer contribution per active participant$506
Average account balance$11,762
Benefits paid to participants$685,720
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 571 accts · $265K emplr
2023$5.9M · 525 accts · $284K emplr
2022$4.8M · 487 accts · $268K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,195
Investment management$4,107
Trustee / custodial$12,412
Total administrative$47,874
The Otoe-Missouria Development Authority 401(k) match · 2024
Employer contribution per active participant$506
Median for plans this size$1,313
2024$506 per active participant
2023$514 per active participant
2022$560 per active participant

Otoe-Missouria Development Authority'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 · 20241
BOKF, NA · Loan processing · Trustee$50,974

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$47,874 · 0.76%
2023$51,110 · 0.96%
2022$31,236 · 0.61%
Same employer
Similar plansArts, Entertainment & Recreation · Oklahoma
Southern Hills Country Club OK$13.6M · 0.09%
Global Gaming Rp, LLC OK$11.0M · 0.33%
Oklahoma State Fair, Inc. OK$4.9M · 1.09%
Science Museum Oklahoma OK$4.1M · 0.72%
Kiowa Casinos OK$3.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061785997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.