Plan Ledger DOL Form 5500 · updated monthly

Skyoak Capital, Inc.401(k)

SKYOAK CAPITAL, INC. POOLED EMPLOYER PLAN NO. 1 · LAS VEGAS, NV · plan year 2024

Reported admin expense ratio · 2024
3.24%

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

Skyoak Capital, Inc. reported $25,763 in plan administrative expenses for 2024: 3.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $229 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Nevada (384th of 437), and 4,719th of 4,798 in finance & insurance. In 2024, employees put in $8.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,030,452
Participants with balances234
Active participants217
Employer contributions$49,603
Employee contributions$432,529
Employer contribution per active participant$229
Average account balance$4,404
Benefits paid to participants$64,296
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,433
Investment management$9,820
Trustee / custodial$1,510
Total administrative$25,763
The Skyoak Capital, Inc. 401(k) match · 2024
Employer contribution per active participant$229
Median for plans this size$540

Skyoak Capital, Inc.'s 2024 employer contribution ran below the $540 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 · 20242
LEADING RETIREMENT SOLUTIONS, LLC · Recordkeeping$10,328
SKYOAK CAPITAL, INC. · Investment advisory (plan)$9,820

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

Administrative cost history1
2024$25,763 · 3.24%
Similar plansFinance & Insurance · Nevada
Interblock USA Lc NV$4.2M · 0.20%
Sightline Payments LLC NV$3.6M · 0.08%
Dlc Empire, LLC NV$3.0M · 1.53%
Ex Nihilo Capital VA$1.1M · 1.11%
Surecompanies Inc. CA$1.1M · 1.61%
Lpmg Holdings, LLC CO$1.0M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271989872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.