Plan Snapshot
- Plan Sponsor: Giant Oil INC
- Sponsor EIN: 650593170
- Sponsor Address: 1806 N FRANKLIN ST, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 295 | $1.3M | $71,662 | $304,642 |
| 2023 | 177 | $865,239 | $54,640 | $185,875 |
| 2022 | 111 | $635,543 | $56,870 | $186,786 |
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 |
|---|---|---|---|---|
| HALLOWELL 401(K) ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HALLOWELL 401(K) ASSURANCE, LLC — 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 | $5,485 | $5,485 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |