Plan Snapshot
- Plan Sponsor: Ellsworth Construction, LLC
- Sponsor EIN: 201717097
- Sponsor Address: 1209 S. FRANKFORT AVE. SUITE 400, TULSA, OK, 74120
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $1.9M
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 | 155 | $1.9M | $174,782 | $367,521 |
| 2023 | 146 | $1.4M | $120,490 | $349,626 |
| 2022 | 137 | $844,243 | $124,429 | $343,519 |
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 |
|---|---|---|---|---|
| CCK STRATEGIES | 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 | $27,390 | $308 | $4,950 | — | — |
| 2023 | $16,801 | $219 | $16,582 | — | — |
| 2022 | $10,447 | $132 | $9,355 | — | $960 |