Plan Snapshot
- Plan Sponsor: Dolese Bros. Co.
- Sponsor EIN: 731359190
- Sponsor Address: 8300 N. OKLAHOMA AVE., OKLAHOMA CITY, OK, 731147502
- Plan Type: DC
- Total Participants: 909
- Total Assets: $144.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 909 | $144.6M | $14.3M | $0 |
| 2023 | 788 | $120.9M | $13.8M | $0 |
| 2022 | 992 | $102.8M | $12.4M | $0 |
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 |
|---|---|---|---|---|
| FINLEY COOK | 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 | $160,485 | — | $160,485 | — | — |
| 2023 | $7,427 | — | — | — | — |
| 2022 | $193,895 | — | — | — | $193,895 |