Plan Snapshot
- Plan Sponsor: Earnheart Oil INC
- Sponsor EIN: 731337765
- Sponsor Address: 12782 W CO RD 60, MARSHALL, OK, 73056
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $3.0M
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 | 141 | $3.0M | $257,639 | $298,006 |
| 2023 | 137 | $2.4M | $226,242 | $247,821 |
| 2022 | 124 | $1.5M | $121,375 | $114,334 |
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 |
|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | Investment Advisor | $13,076 | — | $13,076 |
| PAYCHEX, INC. | Recordkeeper | $9,923 | — | $9,923 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,999
- Estimated Expense Ratio: 0.754% 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 | $27,160 | $13,567 | $12,733 | — | — |
| 2023 | $24,468 | $9,993 | $13,615 | — | — |
| 2022 | $9,882 | $811 | $9,071 | — | — |