Plan Snapshot
- Plan Sponsor: Kendrick Oil Company
- Sponsor EIN: 750974921
- Sponsor Address: PO BOX 788, FRIONA, TX, 79035
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $7.2M
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. |
|---|---|---|---|---|
| 2025 | 147 | $7.2M | $0 | $0 |
| 2024 | 146 | $5.8M | $0 | $0 |
| 2023 | 97 | $4.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| STEWART MARTIN DUDLEY WEBB PC | 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 |
|---|---|---|---|---|---|
| 2025 | $4,415 | $2,015 | $1,950 | — | — |
| 2024 | $3,233 | $1,483 | $1,350 | — | — |
| 2023 | $2,460 | $2,460 | — | — | — |