Plan Snapshot
- Plan Sponsor: Carey Johnson Oil Co., INC.
- Sponsor EIN: 730777706
- Sponsor Address: C/O BANCFIRST, DUNCAN, OK, 73533
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 39
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 39 | $3.3M | $60,811 | $142,332 |
| 2022 | 120 | $5.5M | $148,256 | $279,503 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | Recordkeeper | $20,540 | — | $20,540 |
| BANCFIRST | Other Service Provider | $13,669 | — | $13,669 |
| EIDE BAILLY, LLP | Auditor | $12,800 | — | $12,800 |
| EMPLOYEE BENEFITS GROUP,LLC | Recordkeeper | $3,622 | $4,556 | $8,178 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — Auditor
- EMPLOYEE BENEFITS GROUP,LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,187
- Estimated Expense Ratio: 1.697% 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 |
|---|---|---|---|---|---|
| 2023 | $48,107 | — | — | — | — |
| 2022 | $39,516 | — | $3,925 | — | $35,591 |