Plan Snapshot
- Plan Sponsor: Ksw Oilfield Rental, LLC
- Sponsor EIN: 201619716
- Sponsor Address: 907 S DETROIT AVE, TULSA, OK, 74120
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $4.2M
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 | 63 | $4.2M | $243,314 | $368,643 |
| 2023 | 72 | $3.6M | $281,192 | $358,672 |
| 2022 | 76 | $2.6M | $290,616 | $306,080 |
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 |
|---|---|---|---|---|
| INVESTRUST WEALTH MANAGEMENT | NONE | $44,864 | — | $44,864 |
| DESROCHES PARTNERS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DESROCHES PARTNERS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,864
- Estimated Expense Ratio: 1.074% 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 | $45,914 | — | — | — | — |
| 2023 | $34,177 | — | — | — | — |
| 2022 | $20,508 | — | — | — | — |