Plan Ledger DOL Form 5500 · updated monthly

Southwest Oklahoma Community Action Group, Inc.401(k)

403(B) THRIFT PLAN OF SOUTHWEST OKLAHOMA COMMUNITY ACTION GROUP, INC. · ALTUS, OK · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Southwest Oklahoma Community Action Group, Inc. reported $824 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,432 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 0.016% to 0.021%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oklahoma (577th of 724), and 2,472nd of 3,341 in other services. In 2024, employees put in $1.01 for every $1.00 the employer contributed; active participation has shrunk from 67 to 54 since 2022.

Plan summary
Net assets, end of year$3,993,131
Participants with balances123
Active participants54
Employer contributions$131,343
Employee contributions$133,089
Employer contribution per active participant$2,432
Average account balance$32,464
Benefits paid to participants$296,120
Plan auditUnmodified (clean) audit opinion
AuditorLANDMARK PLC CPA
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 123 accts · $131K emplr
2023$3.7M · 136 accts · $136K emplr
2022$3.3M · 143 accts · $135K emplr
The Southwest Oklahoma Community Action Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,432
Median for plans this size$1,313
2024$2,432 per active participant
2023$2,382 per active participant
2022$2,021 per active participant

Southwest Oklahoma Community Action Group, Inc.'s 2024 employer contribution ran above the $1,313 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 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$1,266

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$824 · 0.02%
2023$323 · 0.01%
2022$563 · 0.02%
Similar plansOther Services · Oklahoma
Marilyn Ihloff, Inc. OK$3.3M · 0.11%
Seneca Cayuga Nation OK$2.8M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730744747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.