Plan Snapshot
- Plan Sponsor: Allen Contracting, INC.
- Sponsor EIN: 731297069
- Sponsor Address: P.O. BOX 1178, OKLAHOMA CITY, OK, 731011178
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $8.1M
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 | 105 | $8.1M | $309,975 | $649,139 |
| 2023 | 97 | $7.5M | $301,391 | $644,577 |
| 2022 | 95 | $7.3M | $278,896 | $606,608 |
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 |
|---|---|---|---|---|
| FOREMAN & LEATHERS, PC | 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 | $3,642 | — | $3,642 | — | — |
| 2023 | $2,200 | — | $2,200 | — | — |
| 2022 | $4,667 | — | $4,667 | — | — |