Plan Ledger DOL Form 5500 · updated monthly

Plaster & Wald Consulting Corp.401(k)

PLASTER & WALD CONSULTING CORP. 401(K) PROFIT SHARING PLAN AND TRUST · MUSTANG, OK · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Plaster & Wald Consulting Corp. reported $66,756 in plan administrative expenses for 2023: 0.40% of average plan assets, above the peer median. Employer contributions averaged $5,360 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 3 years on file its reported administrative ratio has held roughly steady near 0.479%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 279th-largest of 724 plans among Oklahoma employers on file, and 329th of 612 in mining, oil & gas extraction. In 2023, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 121 to 142 since 2022.

Plan summary
Net assets, end of year$17,625,883
Participants with balances278
Active participants142
Employer contributions$761,089
Employee contributions$1,452,109
Employer contribution per active participant$5,360
Average account balance$63,402
Benefits paid to participants$2,020,610
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 278 accts · $781K emplr
2023$17.6M · 278 accts · $761K emplr
2022$15.4M · 243 accts · $607K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,573
Investment management$46,633
Audit (IQPA)$14,500
Total administrative$66,756
The Plaster & Wald Consulting Corp. 401(k) match · 2023
Employer contribution per active participant$5,360
Median for plans this size$2,440
2024$4,618 per active participant
2023$5,360 per active participant
2022$5,016 per active participant

Plaster & Wald Consulting Corp.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20237
ALLIANT INSURANCE SERVICES INC DBA · Investment advisory (plan)$43,359
LBMC PC$14,500
EMPOWER ADVISORY GROUP, LLC · Investment management$3,324
GWFS EQUITIES INC$40
GWFS EQUITIES INC$10
GWFS EQUITIES INCindirect comp

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$82,301 · 0.48%
2023$66,756 · 0.40%
2022$77,255 · 0.48%
Same employer
Similar plansMining, Oil & Gas Extraction · Oklahoma
Cheyenne Petroleum Company OK$22.6M · 0.05%
American Cementing, LLC OK$19.6M · 0.71%
Sef Energy, LLC OK$18.4M · 0.52%
B & H Construction, LLC OK$15.6M · 0.58%
Levare U.S., Inc. OK$14.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731519602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.