Plan Ledger DOL Form 5500 · updated monthly

Stephens Family Limited401(k)

STEPHENS MEDIA GROUP 401(K) PLAN · TULSA, OK · plan year 2022

Reported admin expense ratio · 2022
0.35%

Stephens Family Limited reported $6,943 in plan administrative expenses for 2022: 0.35% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Oklahoma (647th of 724), and 2,103rd of 2,199 in information & media.

Plan summary
Net assets, end of year$1,802,909
Participants with balances46
Active participants224
Employer contributions—
Employee contributions$237,891
Employer contribution per active participant—
Average account balance$39,194
Benefits paid to participants$203,668
Plan auditUnmodified (clean) audit opinion
AuditorMURET CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,898
Professional / advisory$2,045
Total administrative$6,943
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 history1
2022$6,943 · 0.35%
Same employer
Similar plansInformation & Media · Oklahoma
Ipacesetters, LLC OK$3.2M · 0.72%
Community.com CA$1.9M · 0.23%
Drs Holdings, LLC NJ$1.8M · 0.54%
Dynamic Concepts, Inc. DC$1.8M · 1.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731509707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.