Plan Ledger DOL Form 5500 · updated monthly

Riggs, Abney, Neal, Turpen, Orbison & Lewis401(k)

RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.02%

Riggs, Abney, Neal, Turpen, Orbison & Lewis reported $2,164 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. 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 0.01% to 0.02%. 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 318th-largest of 724 plans among Oklahoma employers on file, and 6,722nd of 11,654 in professional & technical services. active participation has shrunk from 163 to 129 since 2022.

Plan summary
Net assets, end of year$14,411,011
Participants with balances190
Active participants129
Employer contributions—
Employee contributions$496,971
Employer contribution per active participant—
Average account balance$75,847
Benefits paid to participants$1,621,367
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 190 accts
2023$13.4M · 202 accts · $153 emplr
2022$11.5M · 210 accts · $58 emplr
Administrative expenses, itemized · 2024
Trustee / custodial$2,164
Total administrative$2,164
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 · 20241
BOKF, NA · Custodial (securities) · Trustee$2,614

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$2,164 · 0.02%
2023$1,506 · 0.01%
2022$1,508 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
Cec Corporation OK$17.8M · 0.20%
Finley & Cook, P.L.L.C. OK$17.6M · 0.59%
Cyntergy Aec LLC OK$15.4M · 0.49%
Hebco, Inc. OK$13.8M · 0.19%
Partners Human Resources OK$12.7M · 0.84%
Est, Inc. OK$12.7M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730966815 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.