Plan Snapshot
- Plan Sponsor: Campbell Oil Company, INC.
- Sponsor EIN: 340681634
- Sponsor Address: 7977 HILLS AND DALES RD NE, MASSILLON, OH, 44646
- Plan Type: 401(k)
- Total Participants: 928
- Total Assets: $26.2M
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 | 928 | $26.2M | $1.6M | $1.2M |
| 2023 | 900 | $23.4M | $1.4M | $1.1M |
| 2022 | 856 | $22.3M | $1.3M | $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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $54,294 | — | $54,294 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | INVESTMENT ADVISOR | $25,317 | — | $25,317 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,611
- Estimated Expense Ratio: 0.303% 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 |
|---|---|---|---|---|---|
| 2024 | $79,611 | $25,317 | — | — | — |
| 2023 | $67,328 | $25,319 | — | — | — |
| 2022 | $81,004 | — | $81,004 | — | — |