# Imperial, LLC 401(k) Plan
Source: https://planprovider.pro/companies/imperial-llc-401k-plan

> Imperial, LLC&#39;s 401(k) plan: 629 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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