Plan Snapshot
- Plan Sponsor: Louis V. Lepak Trucking Co., INC.
- Sponsor EIN: 731001401
- Sponsor Address: 821 N. PORTLAND AVENUE, OKLAHOMA CITY, OK, 731076117
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $3.8M
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 | 115 | $3.8M | $657,709 | $210,221 |
| 2023 | 131 | $3.6M | $781,163 | $216,055 |
| 2022 | 220 | $4.4M | $1.1M | $311,756 |
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 |
|---|---|---|---|---|
| ROSE ROCK CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSE ROCK CPAS, PLLC — 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 | $10,690 | $165 | $8,025 | — | — |
| 2023 | $17,940 | $140 | $13,550 | — | — |
| 2022 | $16,716 | — | — | — | — |