Plan Ledger DOL Form 5500 · updated monthly

Ozark Striping Company, LLC.401(k)

OZARK STRIPING 401(K) RETIREMENT PLAN · OZARK, AL · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Ozark Striping Company, LLC. reported $8,550 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,964 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Alabama (735th of 902), and 4,475th of 5,337 in construction. In 2022, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,187,029
Participants with balances112
Active participants97
Employer contributions$190,505
Employee contributions$459,102
Employer contribution per active participant$1,964
Average account balance$28,456
Benefits paid to participants$533,306
Plan auditUnmodified (clean) audit opinion
AuditorMCDANIEL AND ASSOCIATES, P. C.
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $186K emplr
2022$3.2M · 112 accts · $191K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,550
Total administrative$8,550
The Ozark Striping Company, LLC. 401(k) match · 2022
Employer contribution per active participant$1,964
Median for plans this size$1,114

Ozark Striping Company, LLC.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$8,550 · 0.26%
Same employer
Similar plansConstruction · Alabama
Robt J. Baggett, Inc. AL$3.4M · 0.79%
H&M Construction Co., LLC AL$3.3M · 0.72%
Pace Runners, Inc AL$3.2M · 1.08%
Sky Holdings, Inc. AL$2.1M · 0.20%
Integrity Cabinets AL$1.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630569702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.