Plan Snapshot
- Plan Sponsor: Chandler (U.S.A.), INC.
- Sponsor EIN: 731325906
- Sponsor Address: 1010 MANVEL AVE., CHANDLER, OK, 74834
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $40.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 313 | $40.6M | $501,494 | $1.5M |
| 2023 | 261 | $35.7M | $485,593 | $1.4M |
| 2022 | 246 | $30.5M | $455,865 | $1.3M |
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 | $14,362 | $450 | — | — | — |
| 2023 | $11,898 | $33 | — | — | — |
| 2022 | $19,185 | — | — | — | $19,185 |