Plan Ledger DOL Form 5500 · updated monthly

Rooney Holdings, Inc.401(k)

ROONEY HOLDINGS, INC. 401(K) SAVINGS PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Rooney Holdings, Inc. reported $266,062 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $1,898 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 0.17% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 42nd-largest of 724 plans among Oklahoma employers on file, and the 445th of 5,337 in construction. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 1,403 to 1,950 since 2022.

Plan summary
Net assets, end of year$150,747,890
Participants with balances2,631
Active participants1,950
Employer contributions$3,701,410
Employee contributions$10,269,102
Employer contribution per active participant$1,898
Average account balance$57,297
Benefits paid to participants$12,707,631
Plan auditUnmodified (clean) audit opinion
AuditorGRANTTHORNTON
Plan history3
Yearassets · accounts · employer contribution
2024$150.7M · 2,631 accts · $3.7M emplr
2023$130.0M · 2,187 accts · $3.3M emplr
2022$109.0M · 1,933 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150,088
Investment management$41,488
Total administrative$266,062
The Rooney Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,898
Median for plans this size$3,635
2024$1,898 per active participant
2023$2,020 per active participant
2022$2,146 per active participant

Rooney Holdings, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$150,088
BROWN ADVISORY · Investment advisory (plan)$74,486
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$41,488

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$266,062 · 0.19%
2023$383,434 · 0.32%
2022$205,957 · 0.17%
Same employer
Similar plansConstruction · Oklahoma
Chickasaw Nation OK$382.9M · 0.08%
Flintco, LLC OK$113.5M · 0.13%
Cni Government, LLC OK$92.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731237809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.