Plan Ledger DOL Form 5500 · updated monthly

Td Williamson, Inc401(k)

T.D. WILLIAMSON, INC. THRIFT PLAN AND TRUST · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Td Williamson, Inc reported $112,617 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $5,016 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 0.05% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 47th-largest of 724 plans among Oklahoma employers on file, and the 1,592nd of 13,661 in manufacturing. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$127,533,493
Participants with balances1,165
Active participants893
Employer contributions$4,479,435
Employee contributions$6,940,058
Employer contribution per active participant$5,016
Average account balance$109,471
Benefits paid to participants$15,310,896
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$127.5M · 1,165 accts · $4.5M emplr
2023$114.8M · 1,162 accts · $4.2M emplr
2022$101.1M · 1,199 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,456
Investment management$67,161
Total administrative$112,617
The Td Williamson, Inc 401(k) match · 2024
Employer contribution per active participant$5,016
Median for plans this size$3,635
2024$5,016 per active participant
2023$4,996 per active participant
2022$4,861 per active participant

Td Williamson, Inc's 2024 employer contribution ran above the $3,635 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 · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$45,456
EMPOWER ADVISORY GROUP, LLC · Investment management · Consulting$67,161

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$112,617 · 0.09%
2023$97,640 · 0.09%
2022$59,539 · 0.05%
Same employer
Similar plansManufacturing · Oklahoma
Dolese Bros. Co. OK$144.6M · 0.12%
Ascent Resources OK$140.8M · 0.09%
Cx Marketing, LLC OK$139.2M · 0.17%
Zeeco, Inc. OK$134.6M · 0.12%
Kaiser-Francis Oil Company OK$115.9M · 0.01%
Moore, a Series OK$113.4M · 0.20%
Balon Corporation OK$106.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730399110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.