Plan Snapshot
- Plan Sponsor: Delaware Resource Group Of Oklahoma, LLC
- Sponsor EIN: 200458298
- Sponsor Address: 3220 QUAIL SPRINGS PARKWAY, OKLAHOMA CITY, OK, 73134
- Plan Type: 401(k)
- Total Participants: 1,333
- Total Assets: $82.4M
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 | 1,333 | $82.4M | $2.5M | $7.0M |
| 2023 | 900 | $71.2M | $2.3M | $6.8M |
| 2022 | 879 | $62.0M | $2.0M | $6.6M |
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 |
|---|---|---|---|---|
| ROSE ROCK CPAS, PLLC | Auditor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSE ROCK CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,000
- Estimated Expense Ratio: 0.012% 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 | $213,442 | $103,059 | $1,800 | $10,000 | — |
| 2023 | $202,414 | $99,821 | $1,200 | $18,600 | — |
| 2022 | $210,982 | — | — | — | — |