Plan Snapshot
- Plan Sponsor: Davidson Oil Company
- Sponsor EIN: 751569759
- Sponsor Address: 202 SOUTH ARTHUR STREET, AMARILLO, TX, 79102
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $4.1M
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 | 125 | $4.1M | $30,926 | $392,754 |
| 2023 | 118 | $3.2M | $47,700 | $409,520 |
| 2022 | 126 | $2.5M | $40,470 | $395,653 |
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 |
|---|---|---|---|---|
| CMMS CPA'S & ADVISORS, PLLC | 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 | $55,366 | $17,774 | — | — | — |
| 2023 | $33,346 | $13,859 | — | — | — |
| 2022 | $32,352 | $12,898 | $19,454 | — | — |