Plan Snapshot
- Plan Sponsor: Energy Process Technologies, INC.
- Sponsor EIN: 731563954
- Sponsor Address: 3171 NORTH TOLEDO PO BOX 582707, TULSA, OK, 74158
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $10.9M
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 | 178 | $10.9M | $411,739 | $766,529 |
| 2023 | 119 | $10.4M | $281,364 | $584,833 |
| 2022 | 101 | $10.3M | $211,408 | $506,654 |
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 |
|---|---|---|---|---|
| HOOD & ASSOCIATES, CPAS P C | 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 | $23,468 | — | — | — | — |
| 2023 | $4,149 | — | — | — | — |
| 2022 | $4,992 | — | $4,992 | — | — |