Plan Snapshot
- Plan Sponsor: Eskridge Auto Group, INC.
- Sponsor EIN: 731486292
- Sponsor Address: P.O. BOX 13010, OKLAHOMA CITY, OK, 731131010
- Plan Type: DC
- Plan Number: 001
- Total Participants: 146
- Total Assets: $27.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 146 | $27.7M | $731,889 | $0 |
| 2023 | 148 | $27.1M | $733,786 | $0 |
| 2022 | 141 | $22.3M | $556,568 | $0 |
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 |
|---|---|---|---|---|
| SEI PRIVATE TRUST COMPANY | Other Service Provider | $48,103 | — | $48,103 |
| RENAISSANCE INVESTMENTS | Other Service Provider | $7,726 | — | $7,726 |
| RBC GLOBAL ASSET MANAGEMENT | Other Service Provider | $7,343 | — | $7,343 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,172
- Estimated Expense Ratio: 0.228% 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 | $63,328 | $63,328 | — | — | — |
| 2023 | $24,008 | $24,008 | — | — | — |
| 2022 | $21,470 | $21,470 | — | — | — |