Plan Ledger DOL Form 5500 · updated monthly

Santa Fe South Schools, Inc.DC plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SANTA FE SOUTH SCHOOLS, INC. · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Santa Fe South Schools, Inc. reported $10,914 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,941 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 0.05% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 312th-largest of 724 plans among Oklahoma employers on file, and 1,805th of 3,091 in educational services. In 2024, the employer put in $2.64 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,168,448
Participants with balances594
Active participants473
Employer contributions$1,390,958
Employee contributions$527,140
Employer contribution per active participant$2,941
Average account balance$25,536
Benefits paid to participants$1,472,850
Plan auditUnmodified (clean) audit opinion
AuditorHSPG & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 594 accts · $1.4M emplr
2023$12.8M · 645 accts · $1.2M emplr
2022$10.1M · 598 accts · $876K emplr
Employer contributions to the Santa Fe South Schools, Inc. plan · 2024
Employer contribution per active participant$2,941
Median for plans this size$2,416
2024$2,941 per active participant
2023$2,276 per active participant
2022$1,880 per active participant

Santa Fe South Schools, Inc.'s 2024 employer contribution ran above 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$13,524

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$10,914 · 0.08%
2023$6,465 · 0.06%
2022$5,113 · 0.05%
Similar plansEducational Services · Oklahoma
Heritage Hall OK$29.3M · 0.29%
Westminster School OK$13.2M · 0.22%
Tulsa Educare, Inc. OK$6.3M · 0.05%
Dove Schools, Inc. OK$5.7M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300118733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.