# Mathis Bros. Oklahoma City, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mathis-bros-oklahoma-city-llc-401k-plan

> Mathis Bros. Oklahoma City, LLC's 401(k) plan: 2,322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mathis Bros. Oklahoma City, LLC

- **Sponsor EIN:** 200509563

- **Sponsor Address:** 282 QUADRUM DR., OKLAHOMA CITY, OK, 73108

- **Plan Type:** 401(k)

- **Total Participants:** 2,322

- **Total Assets:** $67.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,322|$67.8M|$843,669|$6.1M|

| 2023|2,537|$60.5M|$1.2M|$5.9M|

| 2022|2,393|$50.8M|$1.1M|$5.6M|

## 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|

| GRANT THORNTON, LLP|Auditor|$21,000|—|$21,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON, LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,000

- **Estimated Expense Ratio:** 0.031% 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|$224,006|$88,600|$25,000|$21,000|—|

| 2023|$241,167|$65,062|$25,000|$29,925|—|

| 2022|$230,534|$82,349|$95,360|—|$27,825|

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