Plan Snapshot
- Plan Sponsor: Keg 1 O'Neal LLC
- Sponsor EIN: 262718586
- Sponsor Address: 213 PATRIOT DRIVE, WEATHERFORD, TX, 76087
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $23.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 377 | $23.0M | $757,412 | $1.3M |
| 2023 | 359 | $19.7M | $669,799 | $1.1M |
| 2022 | 241 | $12.7M | $420,881 | $704,858 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — 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 | $17,412 | $5,986 | — | — | — |
| 2023 | $11,720 | $932 | — | — | — |
| 2022 | $11,122 | — | — | — | $11,122 |