Plan Snapshot
- Plan Sponsor: C. H. Guernsey & Company
- Sponsor EIN: 730590816
- Sponsor Address: 5555 N. GRAND BOULEVARD, OKLAHOMA CITY, OK, 73112
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $39.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 165 | $39.9M | $287,851 | $1.3M |
| 2023 | 148 | $37.0M | $234,933 | $1.2M |
| 2022 | 128 | $30.8M | $249,765 | $1.1M |
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 |
|---|---|---|---|---|
| HOGANTAYLOR, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR, LLP — Auditor
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 | $37,289 | $2,014 | — | — | — |
| 2023 | $27,857 | $1,374 | — | — | — |
| 2022 | -$1,951 | $1,160 | — | — | — |