Plan Snapshot
- Plan Sponsor: Carrefour Associates L.L.C
- Sponsor EIN: 731493074
- Sponsor Address: 10810 EAST 45TH STREET, TULSA, OK, 74146
- Plan Type: 401(k)
- Total Participants: 639
- Total Assets: $26.4M
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 | 639 | $26.4M | $316,533 | $2.1M |
| 2023 | 940 | $26.6M | $321,914 | $2.0M |
| 2022 | 1,026 | $24.0M | $353,376 | $2.2M |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $151,101 | $62,691 | $88,410 | — | — |
| 2023 | $141,097 | $52,107 | $88,990 | — | — |
| 2022 | $142,926 | $58,915 | $84,011 | — | — |