Plan Ledger DOL Form 5500 · updated monthly

Xcaliber International, LTD., L.L.C.401(k)

XCALIBER INTERNATIONAL RETIREMENT SAVINGS PLAN · PRYOR, OK · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Xcaliber International, LTD., L.L.C. reported $58,071 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $4,069 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 0.29% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 274th-largest of 724 plans among Oklahoma employers on file, and the 6,300th of 13,661 in manufacturing. In 2024, the employer put in $1.20 for every $1.00 employees contributed themselves; active participation has grown from 236 to 279 since 2022.

Plan summary
Net assets, end of year$18,163,320
Participants with balances269
Active participants279
Employer contributions$1,135,183
Employee contributions$943,341
Employer contribution per active participant$4,069
Average account balance$67,522
Benefits paid to participants$474,994
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 269 accts · $1.1M emplr
2023$14.7M · 239 accts · $955K emplr
2022$11.5M · 211 accts · $810K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,572
Investment management$11,894
Trustee / custodial$6,450
Total administrative$58,071
The Xcaliber International, LTD., L.L.C. 401(k) match · 2024
Employer contribution per active participant$4,069
Median for plans this size$2,416
2024$4,069 per active participant
2023$3,791 per active participant
2022$3,430 per active participant

Xcaliber International, LTD., L.L.C.'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
BOKF, NA · Recordkeeping · Trustee$59,252

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

Recordkeeper by year2
2024BOKF, NA
2023BOKF, NA

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

Administrative cost history3
2024$58,071 · 0.35%
2023$43,975 · 0.34%
2022$34,858 · 0.29%
Same employer
Similar plansManufacturing · Oklahoma
Paragon Films, Inc. OK$19.3M · 0.42%
Parrish Enterprises, LTD. OK$19.0M · 0.49%
Cytovance Biologics, Inc. OK$18.8M · 0.10%
Associated Steel Group, LLC OK$18.3M · 0.46%
Shawnee Milling Company OK$16.6M · 0.03%
Century LLC OK$15.9M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731613028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.