Plan Snapshot
- Plan Sponsor: Killam Oil Co., Ltd.
- Sponsor EIN: 742214450
- Sponsor Address: 4320 UNIVERSITY BOULEVARD, LAREDO, TX, 780411934
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $24.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 190 | $24.1M | $388,254 | $920,889 |
| 2023 | 198 | $21.7M | $329,856 | $773,746 |
| 2022 | 190 | $17.5M | $305,957 | $818,267 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON LLC | 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 | $95,874 | $77,906 | — | — | — |
| 2023 | $80,944 | $64,962 | $9,183 | — | — |
| 2022 | $78,165 | $64,599 | $4,294 | — | $9,272 |