Plan Snapshot
- Plan Sponsor: Flogistix, LP
- Sponsor EIN: 202249359
- Sponsor Address: 6529 N CLASSEN BLVD, OKLAHOMA CITY, OK, 73116
- Plan Type: 401(k)
- Total Participants: 453
- Total Assets: $21.1M
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 | 453 | $21.1M | $1.4M | $2.2M |
| 2023 | 469 | $15.9M | $1.2M | $1.9M |
| 2022 | 386 | $12.3M | $814,951 | $1.3M |
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 |
|---|---|---|---|---|
| JOHNSON & SHELDON, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON & SHELDON, P.C. — 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 | $139,609 | $53,939 | — | — | — |
| 2023 | $103,417 | $40,727 | — | — | — |
| 2022 | $92,636 | — | $92,636 | — | — |