Plan Ledger DOL Form 5500 · updated monthly

Triangle Insurance Company, Inc.401(k)

CO-OP 401(K) PLAN · ENID, OK · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Triangle Insurance Company, Inc. reported $53,234 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $3,750 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 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 268th-largest of 724 plans among Oklahoma employers on file, and the 264th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 113 to 125 since 2022.

Plan summary
Net assets, end of year$18,734,775
Participants with balances145
Active participants125
Employer contributions$468,737
Employee contributions$701,895
Employer contribution per active participant$3,750
Average account balance$129,205
Benefits paid to participants$2,359,406
Plan auditUnmodified (clean) audit opinion
AuditorRBMS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 145 accts · $469K emplr
2023$17.8M · 143 accts · $431K emplr
2022$14.9M · 137 accts · $391K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,622
Total administrative$53,234
The Triangle Insurance Company, Inc. 401(k) match · 2024
Employer contribution per active participant$3,750
Median for plans this size$2,416
2024$3,750 per active participant
2023$3,748 per active participant
2022$3,460 per active participant

Triangle Insurance Company, Inc.'s 2024 employer contribution ran above the $2,416 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
MILLIMAN, INC. · Recordkeeping · Loan processing$41,560

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$53,234 · 0.29%
2023$54,031 · 0.33%
2022$54,110 · 0.31%
Similar plansAgriculture, Forestry & Fishing · Oklahoma
Greenleaf Nursery Co. OK$35.8M · 0.17%
Hitch Enterprises Inc. OK$9.0M · 0.23%
J-M Farms, Inc. OK$5.1M · 0.37%
Marco Industries, Inc. OK$2.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731394760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.