Plan Snapshot
- Plan Sponsor: Atwood Distributing, L.P.
- Sponsor EIN: 730721603
- Sponsor Address: 500 S GARLAND, ENID, OK, 73703
- Plan Type: 401(k)
- Total Participants: 1,207
- Total Assets: $14.4M
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 | 1,207 | $14.4M | $461,504 | $737,908 |
| 2023 | 1,058 | $13.3M | $457,356 | $715,453 |
| 2022 | 974 | $12.1M | $544,720 | $806,648 |
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 |
|---|---|---|---|---|
| BRISCOE, BURKE & GRIGSBY LLP | 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 | $81,690 | $40,173 | — | — | — |
| 2023 | $72,978 | $34,743 | — | — | — |
| 2022 | $75,491 | $35,757 | $39,734 | — | — |