Plan Snapshot
- Plan Sponsor: Don Thornton Automotive, LLC Dba Lexus Of Tulsa
- Sponsor EIN: 731587381
- Sponsor Address: 4210 SOUTH MEMORIAL DRIVE, TULSA, OK, 74145
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 305 | $17.0M | $224,732 | $804,609 |
| 2023 | 273 | $14.5M | $211,802 | $795,931 |
| 2022 | 273 | $11.6M | $211,566 | $793,552 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
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 | $75,244 | $17,643 | — | — | — |
| 2023 | $57,670 | $11,233 | — | — | — |
| 2022 | $46,121 | — | — | — | $46,121 |