Plan Ledger DOL Form 5500 · updated monthly

Spirit Human Resources, LLC401(k)

SPIRIT HUMAN RESOURCES, LLC RETIREMENT SAVINGS · OKLAHOMA CITY, OK · plan year 2022

Reported admin expense ratio · 2022
0.66%

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

Spirit Human Resources, LLC reported $152,194 in plan administrative expenses for 2022: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,046 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 0.66% to 0.96%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 233rd-largest of 724 plans among Oklahoma employers on file, and the 5,265th of 11,654 in professional & technical services. In 2022, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,650,490
Participants with balances385
Active participants418
Employer contributions$855,363
Employee contributions$1,846,149
Employer contribution per active participant$2,046
Average account balance$56,235
Benefits paid to participants$1,620,661
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN ZUGMAN, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 361 accts · $619K emplr
2023$15.4M · 237 accts · $594K emplr
2022$21.7M · 385 accts · $855K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$119,379
Investment management$32,815
Total administrative$152,194
The Spirit Human Resources, LLC 401(k) match · 2022
Employer contribution per active participant$2,046
Median for plans this size$2,266
2024$1,632 per active participant
2023$2,005 per active participant
2022$2,046 per active participant

Spirit Human Resources, LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

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

Administrative cost history3
2024$170,958 · 0.96%
2023$130,611 · 0.70%
2022$152,194 · 0.66%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
Cymstar, LLC OK$29.4M · 0.01%
Interworks, Inc. OK$23.9M · 0.54%
North Bay Associates, LLC OK$23.2M · 0.11%
Exodus HR, LLC OK$20.3M · 0.91%
Gdh Consulting, Inc. OK$19.6M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474960461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.