Plan Snapshot
- Plan Sponsor: Cymstar, LLC
- Sponsor EIN: 412100897
- Sponsor Address: 1501 SW EXPRESSWAY DRIVE, BROKEN ARROW, OK, 74012
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 64 | $16.9M | $292,196 | $953,709 |
| 2023 | 62 | $15.4M | $262,815 | $903,342 |
| 2022 | 62 | $13.2M | $252,167 | $849,959 |
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 |
|---|---|---|---|---|
| STOTTS, ARCHAMBO, MUEGGENBORG & BAR | 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 | $1,050 | — | $850 | — | — |
| 2023 | $1,600 | — | $1,450 | — | — |
| 2022 | $1,200 | — | — | — | — |