Plan Snapshot
- Plan Sponsor: Justiss Oil Company, INC.
- Sponsor EIN: 720407480
- Sponsor Address: PO BOX 2990, JENA, LA, 713422990
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $10.5M
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 | 87 | $10.5M | $100,941 | $333,785 |
| 2023 | 95 | $9.4M | $97,482 | $321,467 |
| 2022 | 96 | $9.1M | $70,117 | $337,540 |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | INVESTMENT ADVISOR | $22,425 | — | $22,425 |
| SILAS SIMMONS LLP | AUDITOR | $11,500 | — | $11,500 |
| SILAS SIMMONS | Auditor | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SILAS SIMMONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,425
- Estimated Expense Ratio: 0.435% 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 | $35,304 | $23,804 | — | $11,500 | — |
| 2023 | $55,660 | $44,160 | — | $11,500 | — |
| 2022 | $29,635 | — | $29,635 | — | — |