Plan Ledger DOL Form 5500 · updated monthly

Public Strategies, Inc.401(k)

PUBLIC STRATAGIES RETIREMENT SECURITY PARTNERSHIP PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Public Strategies, Inc. reported $92,017 in plan administrative expenses for 2024: 0.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,836 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 0.60% to 0.80%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 355th-largest of 724 plans among Oklahoma employers on file, and 7,220th of 11,654 in professional & technical services. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 236 to 330 since 2022.

Plan summary
Net assets, end of year$12,563,956
Participants with balances342
Active participants330
Employer contributions$605,965
Employee contributions$906,240
Employer contribution per active participant$1,836
Average account balance$36,737
Benefits paid to participants$922,348
Plan auditUnmodified (clean) audit opinion
AuditorFINLEY & COOK, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 342 accts · $606K emplr
2023$10.4M · 300 accts · $509K emplr
2022$8.0M · 283 accts · $425K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,866
Investment management$82,551
Total administrative$92,017
The Public Strategies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,836
Median for plans this size$2,416
2024$1,836 per active participant
2023$1,913 per active participant
2022$1,799 per active participant

Public Strategies, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee (directed)$87,645

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

Recordkeeper by year2
2024Alerus, John Hancock
2023Alerus

This plan has changed recordkeepers within these filings. If you left Public Strategies, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$92,017 · 0.80%
2023$60,612 · 0.66%
2022$50,982 · 0.60%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
Hebco, Inc. OK$13.8M · 0.19%
Partners Human Resources OK$12.7M · 0.84%
Est, Inc. OK$12.7M · 0.74%
Agio, Inc. OK$11.8M · 1.14%
Arl Bio Pharma, Inc. OK$10.6M · 0.60%
B+T Group Holdings, Inc OK$10.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731355962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.