Plan Ledger DOL Form 5500 · updated monthly

Oxbow Carbon LLC401(k)

OXBOW AFFILIATED COMPANIES RETIREMENT PLAN · WEST PALM BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Oxbow Carbon LLC reported $8,913 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,673 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 fell from 0.06% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 203rd-largest of 3,644 plans among Florida employers on file, and the 904th of 11,654 in professional & technical services. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$177,222,782
Participants with balances572
Active participants283
Employer contributions$3,303,576
Employee contributions$4,440,772
Employer contribution per active participant$11,673
Average account balance$309,830
Benefits paid to participants$5,992,244
Plan auditUnmodified (clean) audit opinion
AuditorMARTINELLI & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$177.2M · 572 accts · $3.3M emplr
2023$151.8M · 570 accts · $3.2M emplr
2022$126.1M · 581 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,913
Total administrative$8,913
The Oxbow Carbon LLC 401(k) match · 2024
Employer contribution per active participant$11,673
Median for plans this size$3,635
2024$11,673 per active participant
2023$11,036 per active participant
2022$9,326 per active participant

Oxbow Carbon LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20242
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$8,913
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$8,913 · 0.01%
2023$47,828 · 0.03%
2022$84,273 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Florida
Morgan & Morgan P A FL$192.7M · 0.21%
Magic Leap, Inc. FL$183.9M · 0.18%
Verifone, Inc. FL$178.2M · 0.09%
Oxbow Carbon LLC FL$177.2M · 0.01%
Shutts & Bowen LLP FL$169.1M · 0.05%
Ardurra Group, Inc. FL$155.6M · 0.14%
Investcloud, Inc. FL$152.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042800610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.