Plan Snapshot
- Plan Sponsor: Fabsco Shell And Tube LLC
- Sponsor EIN: 731516707
- Sponsor Address: 6301 SOUTH MINGO, TULSA, OK, 74133
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $5.7M
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 | 159 | $5.7M | $161,809 | $431,459 |
| 2023 | 180 | $5.3M | $155,002 | $399,175 |
| 2022 | 169 | $4.6M | $138,205 | $362,023 |
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 |
|---|---|---|---|---|
| CONKLIN, GILPIN & WERTZ, P.L.L.C | Auditor | $7,000 | — | $7,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,000
- Estimated Expense Ratio: 0.123% 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 | $20,853 | $13,503 | — | $7,000 | — |
| 2023 | $18,285 | $12,135 | — | $6,000 | — |
| 2022 | $26,268 | — | — | — | — |