Plan Snapshot
- Plan Sponsor: Conestoga Energy Partners LLC
- Sponsor EIN: 205135682
- Sponsor Address: 1701 N KANSAS AVE STE 101, LIBERAL, KS, 67901
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 273 | $8.3M | $303,491 | $829,709 |
| 2023 | 230 | $7.1M | $177,965 | $672,176 |
| 2022 | 186 | $5.8M | $192,197 | $681,092 |
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 |
|---|---|---|---|---|
| EDWARD D JONES & CO LP | Investment Advisor | $22,812 | — | $22,812 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $17,676 | — | $17,676 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $8,972 | — | $8,972 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,460
- Estimated Expense Ratio: 0.594% 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 | $50,979 | $40,488 | — | — | — |
| 2023 | $23,108 | $6,562 | — | — | — |
| 2022 | $25,264 | — | $25,264 | — | — |