Plan Ledger DOL Form 5500 · updated monthly

University of Oklahoma Foundation401(k)

UNIVERSITY OF OKLAHOMA FOUNDATION SAVINGS PLAN · NORMAN, OK · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

University of Oklahoma Foundation reported $5,108 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,034 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 201st-largest of 724 plans among Oklahoma employers on file, and the 1,409th of 3,091 in educational services. In 2024, the employer put in $2.25 for every $1.00 employees contributed themselves; active participation has grown from 176 to 194 since 2022.

Plan summary
Net assets, end of year$25,669,138
Participants with balances284
Active participants194
Employer contributions$2,334,637
Employee contributions$1,038,921
Employer contribution per active participant$12,034
Average account balance$90,384
Benefits paid to participants$730,644
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.7M · 284 accts · $2.3M emplr
2023$20.3M · 214 accts · $2.4M emplr
2022$15.0M · 205 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$800
Investment management$4,308
Total administrative$5,108
The University of Oklahoma Foundation 401(k) match · 2024
Employer contribution per active participant$12,034
Median for plans this size$2,416
2024$12,034 per active participant
2023$12,996 per active participant
2022$10,964 per active participant

University of Oklahoma Foundation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$800

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

Administrative cost history3
2024$5,108 · 0.02%
2023$49,094 · 0.28%
2022$900 · 0.01%
Similar plansEducational Services · Oklahoma
Oral Roberts University OK$74.7M · 0.17%
Heritage Hall OK$29.3M · 0.29%
Westminster School OK$13.2M · 0.22%
Tulsa Educare, Inc. OK$6.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 736091755 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.