Plan Snapshot
- Plan Sponsor: Billiards Of Tulsa, INC.
- Sponsor EIN: 731008954
- Sponsor Address: 7498 E 46TH PLACE, TULSA, OK, 74115
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 96 | $1.2M | $92,378 | $217,398 |
| 2023 | 100 | $1.2M | $118,779 | $226,177 |
| 2022 | 108 | $820,480 | $109,256 | $214,124 |
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 |
|---|---|---|---|---|
| BELFINT LYONS & SHUMAN, P.A | 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 | $4,398 | $4,398 | — | — | — |
| 2023 | $3,834 | $3,834 | — | — | — |
| 2022 | $2,935 | $2,935 | — | — | — |