# Davidson Oil Company 401(k) Plan
Source: https://planprovider.pro/companies/davidson-oil-company-401k-plan

> Davidson Oil Company's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$23,992|—|$23,992|

| AMARILLO NATIONAL BANK|INVESTMENT ADVISOR|$15,668|—|$15,668|

| CMMS CPAS & ADVISORS PLLC|AUDITOR|$13,600|—|$13,600|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,260

- **Estimated Expense Ratio:** 1.286% 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|$55,366|$17,774|—|—|—|

| 2023|$33,346|$13,859|—|—|—|

| 2022|$32,352|$12,898|$19,454|—|—|

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