Plan Snapshot
- Plan Sponsor: Elk Supply Company, LLC
- Sponsor EIN: 730605880
- Sponsor Address: P.O. BOX 271, WEATHERFORD, OK, 73096
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $8.6M
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 | 166 | $8.6M | $286,416 | $335,010 |
| 2023 | 126 | $7.1M | $247,317 | $301,188 |
| 2022 | 134 | $5.8M | $197,170 | $262,212 |
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 |
|---|---|---|---|---|
| HOGAN TAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGAN TAYLOR 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 | $21,458 | — | $21,458 | — | — |
| 2023 | $19,459 | — | $19,459 | — | — |
| 2022 | $23,657 | — | $23,657 | — | — |