Plan Snapshot
- Plan Sponsor: Cp Energy Administration, LLC
- Sponsor EIN: 471931774
- Sponsor Address: 317 LILAC DRIVE STE 200, EDMOND, OK, 73034
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $6.6M
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 | 160 | $6.6M | $393,834 | $643,540 |
| 2023 | 135 | $5.5M | $384,846 | $624,881 |
| 2022 | 132 | $4.3M | $291,254 | $555,108 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN 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 | $49,945 | $29,111 | — | — | — |
| 2023 | $39,315 | $22,855 | — | — | — |
| 2022 | $44,197 | — | — | — | — |