Plan Ledger DOL Form 5500 · updated monthly

Shebester-Bechtel, Inc.401(k) + ESOP (KSOP)

SHEBESTER-BECHTEL, INC. EMPLOYEE STOCK OWNERSHIP PLAN · OKLAHOMA CITY, OK · plan year 2022

Reported admin expense ratio · 2022
0.13%

Shebester-Bechtel, Inc. reported $32,280 in plan administrative expenses for 2022: 0.13% of average plan assets, below the peer median. 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 fell from 0.13% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 203rd-largest of 724 plans among Oklahoma employers on file, and the 267th of 612 in mining, oil & gas extraction.

Plan summary
Net assets, end of year$25,379,258
Participants with balances203
Active participants59
Employer contributions—
Employee contributions$110,349
Employer contribution per active participant—
Average account balance$125,021
Benefits paid to participants$2,130,145
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.0M · 183 accts · $40K emplr
2023$23.1M · 189 accts · $21K emplr
2022$25.4M · 203 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,972
Investment management$14,308
Total administrative$32,280
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$25,037 · 0.11%
2023$32,738 · 0.14%
2022$32,280 · 0.13%
Similar plansMining, Oil & Gas Extraction · Oklahoma
Canvas Energy LLC OK$42.5M · 0.03%
Gulfport Energy Corporation OK$38.7M · 0.18%
Mack Energy Co. OK$27.7M · 0.21%
Cheyenne Petroleum Company OK$22.6M · 0.05%
American Cementing, LLC OK$19.6M · 0.71%
Sef Energy, LLC OK$18.4M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730977376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.