Plan Ledger DOL Form 5500 · updated monthly

Pawnee Tribal Development401(k)

PAWNEE TRIBAL DEVELOPMENT · PAWNEE, OK · plan year 2024

Reported admin expense ratio · 2024
2.03%

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

Pawnee Tribal Development reported $16,540 in plan administrative expenses for 2024: 2.03% of average plan assets, above the peer median. Employer contributions averaged $932 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 1.52% to 2.03%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oklahoma (690th of 724), and 3,098th of 3,341 in other services. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 85 to 104 since 2022.

Plan summary
Net assets, end of year$873,001
Participants with balances104
Active participants104
Employer contributions$96,965
Employee contributions$180,960
Employer contribution per active participant$932
Average account balance$8,394
Benefits paid to participants$246,661
Plan auditUnmodified (clean) audit opinion
AuditorROSE ROCK CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$873K · 104 accts · $97K emplr
2023$761K · 114 accts · $47K emplr
2022$595K · 85 accts · $60K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,540
Total administrative$16,540
The Pawnee Tribal Development 401(k) match · 2024
Employer contribution per active participant$932
Median for plans this size$540
2024$932 per active participant
2023$415 per active participant
2022$703 per active participant

Pawnee Tribal Development's 2024 employer contribution ran above the $540 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
GALLAGHER BENEFIT SERVICE · Investment advisory (plan)$5,000
EMPOWER ADVISORY · Investment management$170

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$16,540 · 2.03%
2023$13,065 · 1.93%
2022$9,544 · 1.52%
Same employer
Similar plansOther Services · Oklahoma
Marilyn Ihloff, Inc. OK$3.3M · 0.11%
Seneca Cayuga Nation OK$2.8M · 0.75%
Epic Aviation Inc FL$888K · 0.45%
The Arc Baton Rouge LA$877K · 0.03%
Marcis & Associates TX$876K · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731387750 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.