Plan Snapshot
- Plan Sponsor: Kirkpatrick Oil Company, INC.
- Sponsor EIN: 731342045
- Sponsor Address: 1001 W WILSHIRE BLVD., OKLAHOMA CITY, OK, 73116
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $26.5M
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 | 151 | $26.5M | $859,794 | $1.2M |
| 2023 | 130 | $24.6M | $831,479 | $1.1M |
| 2022 | 131 | $21.6M | $790,214 | $1.1M |
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 |
|---|---|---|---|---|
| FINLEY & COOK, PLLC | Auditor | $12,542 | — | $12,542 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,542
- Estimated Expense Ratio: 0.047% 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 | $95,074 | $35,047 | $8,214 | $12,542 | — |
| 2023 | $88,412 | $34,364 | $6,380 | $18,100 | — |
| 2022 | $115,423 | $30,000 | $35,983 | — | $16,534 |