# Lugreg Trucking, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lugreg-trucking-llc-401k-plan

> Lugreg Trucking, LLC's 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/peters-and-chandler-pc) — 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|—|—|

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