Plan Snapshot
- Plan Sponsor: Mack Energy Co.
- Sponsor EIN: 731122060
- Sponsor Address: 100 N BROADWAY STE 3300, OKLAHOMA CITY, OK, 73102
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $27.7M
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 | 142 | $27.7M | $1.3M | $1.1M |
| 2023 | 135 | $24.1M | $1.2M | $989,217 |
| 2022 | 116 | $19.6M | $1.0M | $852,141 |
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 |
|---|---|---|---|---|
| BANCFIRST | OTHER | $40,000 | — | $40,000 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $14,757 | — | $14,757 |
| FREEMON, SHAPARD & STORY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FREEMON, SHAPARD & STORY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,757
- Estimated Expense Ratio: 0.197% 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 | $54,546 | — | — | — | — |
| 2023 | $40,119 | $119 | — | — | — |
| 2022 | $61,812 | $38,907 | $22,905 | — | — |