Plan Snapshot
- Plan Sponsor: A & B Distributors, INC. Of Muskogee
- Sponsor EIN: 731362851
- Sponsor Address: 3901 TULL AVENUE, MUSKOGEE, OK, 74403
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 290 | $5.0M | $302,521 | $379,637 |
| 2023 | 349 | $3.9M | $275,126 | $331,837 |
| 2022 | 195 | $2.8M | $209,487 | $271,120 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MORSE & CO., PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,503 | — | $3,503 | — | — |
| 2023 | $3,558 | — | $3,558 | — | — |
| 2022 | $2,645 | — | $2,645 | — | — |