Plan Ledger DOL Form 5500 · updated monthly

Moore, a Series401(k)

THE MOORE 401(K) RETIREMENT SAVINGS PLAN · TULSA, OK · plan year 2023

Reported admin expense ratio · 2023
0.20%

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

Moore, a Series reported $192,232 in plan administrative expenses for 2023: 0.20% of average plan assets, above the peer median. Employer contributions averaged $1,475 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 1 year on file its reported administrative ratio fell from 0.23% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 54th-largest of 724 plans among Oklahoma employers on file, and the 1,734th of 13,661 in manufacturing. In 2023, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$113,409,573
Participants with balances2,246
Active participants3,916
Employer contributions$5,775,373
Employee contributions$12,425,256
Employer contribution per active participant$1,475
Average account balance$50,494
Benefits paid to participants$9,571,917
Plan auditUnmodified (clean) audit opinion
AuditorCONKLIN, GILPIN & WERTZ, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$113.4M · 2,246 accts · $5.8M emplr
2022$83.7M · 1,847 accts · $4.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$136,232
Investment management$50,000
Audit (IQPA)$6,000
Total administrative$192,232
The Moore, a Series 401(k) match · 2023
Employer contribution per active participant$1,475
Median for plans this size$3,659
2023$1,475 per active participant
2022$1,261 per active participant

Moore, a Series's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$136,241
NFP RETIREMENT INC · Investment advisory (plan)$50,000
CONKLIN, GILPIN, & WERTZ, PLLC · Accounting / audit$6,000

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

Administrative cost history2
2023$192,232 · 0.20%
2022$120,824 · 0.23%
Similar plansManufacturing · Oklahoma
Zeeco, Inc. OK$134.6M · 0.12%
Td Williamson, Inc OK$127.5M · 0.09%
Kaiser-Francis Oil Company OK$115.9M · 0.01%
Balon Corporation OK$106.3M · 0.06%
Webco Industries, Inc. OK$99.8M · 0.10%
Kimray, Inc. OK$99.5M · 2.17%
The Bama Companies, Inc. OK$78.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731500541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.