Plan Ledger DOL Form 5500 · updated monthly

Spanish Cove Housing Authority401(k)

SPANISH COVE 401(K) PLAN · YUKON, OK · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Spanish Cove Housing Authority reported $13,916 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,011 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 fell from 0.31% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Oklahoma (502nd of 724), and 1,384th of 2,096 in real estate & leasing. In 2024, employees put in $2.74 for every $1.00 the employer contributed; active participation has grown from 133 to 184 since 2022.

Plan summary
Net assets, end of year$6,399,557
Participants with balances202
Active participants184
Employer contributions$186,092
Employee contributions$510,436
Employer contribution per active participant$1,011
Average account balance$31,681
Benefits paid to participants$274,208
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 202 accts · $186K emplr
2023$5.2M · 174 accts · $154K emplr
2022$4.1M · 152 accts · $141K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,916
Total administrative$13,916
The Spanish Cove Housing Authority 401(k) match · 2024
Employer contribution per active participant$1,011
Median for plans this size$1,313
2024$1,011 per active participant
2023$1,039 per active participant
2022$1,061 per active participant

Spanish Cove Housing Authority's 2024 employer contribution ran below the $1,313 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$46,210

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$13,916 · 0.24%
2023$14,408 · 0.31%
2022$14,163 · 0.31%
Similar plansReal Estate & Leasing · Oklahoma
Price Edwards & Company OK$15.3M · 0.51%
Allfirst, LLC OK$11.2M · 0.12%
Robinson Park, LLC OK$9.3M · 0.03%
Ksw Oilfield Rental, LLC OK$4.2M · 1.18%
Dme Express, LLC OK$1.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731536662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.