Plan Ledger DOL Form 5500 · updated monthly

Schusterman Interests, LLC401(k)

THE SCHUSTERMAN INTERESTS, LLC EMPLOYEES' THRIFT RETIREMENT PLAN · TULSA, OK · plan year 2025

Reported admin expense ratio · 2025
0.01%

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

Schusterman Interests, LLC reported $24,311 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,623 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 fell from 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other management of companies employers. By assets it is the 39th-largest of 724 plans among Oklahoma employers on file, and the 161st of 786 in management of companies. In 2025, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$172,476,369
Participants with balances468
Active participants313
Employer contributions$3,325,128
Employee contributions$4,056,141
Employer contribution per active participant$10,623
Average account balance$368,539
Benefits paid to participants$13,956,924
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$172.5M · 468 accts · $3.3M emplr
2024$152.3M · 466 accts · $3.5M emplr
2023$139.7M · 497 accts · $3.6M emplr
2022$115.0M · 463 accts · $3.2M emplr
The Schusterman Interests, LLC 401(k) match · 2025
Employer contribution per active participant$10,623
Median for plans this size$4,093
2025$10,623 per active participant
2024$11,205 per active participant
2023$9,788 per active participant
2022$9,388 per active participant

Schusterman Interests, LLC's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$25,291

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

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

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

Administrative cost history4
2025$24,311 · 0.01%
2024$24,209 · 0.02%
2023$21,716 · 0.02%
2022$21,074 · 0.02%
Same employer
Similar plansManagement of Companies · Oklahoma
Oge Energy Corp. OK$834.1M · 0.05%
Midfirst Bank OK$485.6M · 0.11%
Diamondback E & P LLC OK$250.7M · 0.08%
Lsb Industries, Inc. OK$60.3M · 0.08%
Mach Resources, LLC OK$48.6M · 0.20%
Sandridge Energy, Inc. OK$42.3M · 0.06%
Mabrey Bancorporation, Inc. OK$34.5M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853282808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.