# Campbell Oil Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/campbell-oil-company-inc-401k-plan

> Campbell Oil Company, INC.'s 401(k) plan: 928 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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