Plan Snapshot
- Plan Sponsor: Lugreg Trucking, LLC
- Sponsor EIN: 731113430
- Sponsor Address: PO BOX 1289, KINGFISHER, OK, 73750
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $6.3M
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. |
|---|---|---|---|---|
| 2024 | 146 | $6.3M | $265,797 | $464,271 |
| 2023 | 147 | $5.3M | $109,719 | $377,648 |
| 2022 | 131 | $5.6M | $94,130 | $377,293 |
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 |
|---|---|---|---|---|
| INTRUST BANK, N.A. | NONE | $34,110 | — | $34,110 |
| PETERS & CHANDLER, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PETERS & CHANDLER, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,110
- Estimated Expense Ratio: 0.546% 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 | $34,109 | $18,000 | $3,700 | — | — |
| 2023 | $12,283 | — | $1,275 | — | — |
| 2022 | $19,521 | — | $19,521 | — | — |