Plan Snapshot
- Plan Sponsor: Luke Oil Co., INC.
- Sponsor EIN: 351329072
- Sponsor Address: 3592 NORTH HOBART ROAD, HOBART, IN, 46342
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $2.4M
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 | 55 | $2.4M | $191,984 | $326,877 |
| 2023 | 67 | $1.6M | $184,939 | $294,690 |
| 2022 | 407 | $1.8M | $192,317 | $337,602 |
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 |
|---|---|---|---|---|
| O'NEILL & GASPARDO | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- O'NEILL & GASPARDO — Independent 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 | — | — | — | — | — |
| 2023 | $23,950 | $86 | $16,353 | — | — |
| 2022 | $23,335 | — | — | — | $23,335 |