Plan Snapshot
- Plan Sponsor: D & M Carriers, LLC Dba Freymiller
- Sponsor EIN: 731502080
- Sponsor Address: 8125 SOUTHWEST 15TH STREET, OKLAHOMA, OK, 73128
- Plan Type: 401(k)
- Total Participants: 750
- Total Assets: $7.6M
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 | 750 | $7.6M | $0 | $993,880 |
| 2023 | 717 | $6.9M | $111,065 | $1.1M |
| 2022 | 612 | $5.6M | $174,686 | $1.2M |
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 |
|---|---|---|---|---|
| PASI, LLC | TPA FEES | $30,753 | — | $30,753 |
| CETERA INVESTMENT ADVISERS LLC | REGISTERED INV ADVISOR | $24,704 | — | $24,704 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $13,093 | — | $13,093 |
| FINLEY & COOK, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,550
- Estimated Expense Ratio: 0.898% 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 | $133,314 | $24,704 | $61,342 | — | — |
| 2023 | $101,269 | $20,616 | $17,323 | — | — |
| 2022 | $91,279 | $17,784 | $73,495 | — | — |