Plan Ledger DOL Form 5500 · updated monthly

W.H. Braum, Inc.401(k)

W.H. BRAUM, INC. PROFIT SHARING PLUS PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

W.H. Braum, Inc. reported $55,757 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $375 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 0.12% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 106th-largest of 724 plans among Oklahoma employers on file, and the 606th of 5,215 in retail trade. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has shrunk from 4,013 to 2,780 since 2022.

Plan summary
Net assets, end of year$55,231,134
Participants with balances778
Active participants2,780
Employer contributions$1,043,080
Employee contributions$2,656,946
Employer contribution per active participant$375
Average account balance$70,991
Benefits paid to participants$9,362,227
Plan auditUnmodified (clean) audit opinion
AuditorCPA OKC, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$55.2M · 778 accts · $1.0M emplr
2023$53.4M · 683 accts · $1.0M emplr
2022$44.7M · 713 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,757
Total administrative$55,757
The W.H. Braum, Inc. 401(k) match · 2024
Employer contribution per active participant$375
Median for plans this size$3,635
2024$375 per active participant
2023$242 per active participant
2022$252 per active participant

W.H. Braum, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20242
BANK OF OKLAHOMA · Consulting$40,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,757

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$55,757 · 0.10%
2023$38,900 · 0.08%
2022$58,992 · 0.12%
Same employer
Similar plansRetail Trade · Oklahoma
Crest Discount Foods, Inc. OK$54.1M · 0.33%
Western Equipment, LLC OK$52.4M · 0.25%
Bob Moore Auto Group, LLC OK$46.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300288982 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.