Plan Snapshot
- Plan Sponsor: Imperial, LLC
- Sponsor EIN: 731310190
- Sponsor Address: 2020 N. MINGO ROAD, TULSA, OK, 741161220
- Plan Type: 401(k)
- Total Participants: 629
- Total Assets: $14.9M
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 | 629 | $14.9M | $591,170 | $1.4M |
| 2023 | 580 | $12.4M | $522,209 | $1.3M |
| 2022 | 495 | $10.0M | $417,054 | $1.0M |
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 |
|---|---|---|---|---|
| HEATHERINGTON & FIELDS | Auditor | — | — | $0 |
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 | $136,826 | $35,957 | $73,219 | — | — |
| 2023 | $122,373 | $28,613 | $23,602 | $11,138 | — |
| 2022 | $102,866 | $29,331 | $34,578 | — | $38,957 |