Plan Snapshot
- Plan Sponsor: Amalie Oil Company
- Sponsor EIN: 590810351
- Sponsor Address: 1601 MCCLOSKEY BOULEVARD, TAMPA, FL, 33605
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 700
- Total Assets: $71.5M
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. |
|---|---|---|---|---|
| 2025 | 700 | $71.5M | $0 | $0 |
| 2024 | 538 | $77.0M | $3.6M | $2.7M |
| 2023 | 507 | $63.1M | $3.5M | $2.5M |
| 2022 | 475 | $50.6M | $3.4M | $2.2M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $96,557 | $4,234 | $100,791 |
| ADP, INC. | Recordkeeper | $65,347 | — | $65,347 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,138
- Estimated Expense Ratio: 0.232% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $20,690,680 | $96,557 | — | — | — |
| 2024 | $161,279 | $93,854 | — | — | — |
| 2023 | $131,356 | $74,483 | — | — | — |
| 2022 | $123,545 | — | — | — | — |