Plan Snapshot
- Plan Sponsor: Express Credit Auto, LLC.
- Sponsor EIN: 731507186
- Sponsor Address: 5350 S. WESTERN AVE., OKLAHOMA CITY, OK, 73109
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 163 | $9.7M | $273,727 | $469,021 |
| 2023 | 155 | $7.9M | $264,624 | $429,516 |
| 2022 | 144 | $6.2M | $252,419 | $388,727 |
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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — 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 | $60,706 | $55,929 | $4,777 | — | — |
| 2023 | $47,979 | $43,389 | $4,590 | — | — |
| 2022 | $44,874 | $40,734 | $4,140 | — | — |