# Maxum Petroleum Operating Company 401(k) Plan
Source: https://planprovider.pro/companies/maxum-petroleum-operating-company-401k-plan

> Maxum Petroleum Operating Company's 401(k) plan: 717 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Maxum Petroleum Operating Company

- **Sponsor EIN:** 263908405

- **Sponsor Address:** PO BOX 2136, GRAPEVINE, TX, 760992136

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

- **Total Participants:** 717

- **Total Assets:** $65.7M

## 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|717|$65.7M|$2.3M|$5.6M|

| 2023|752|$60.6M|$2.2M|$5.6M|

| 2022|876|$51.7M|$2.3M|$5.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$216,959|—|$216,959|

| WEAVER AND TIDWELL, LLP|ACCOUNTANT|$30,785|—|$30,785|

| RATHER & KITTRELL,INC|INVESTMENT ADVISORY|$25,000|—|$25,000|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — ACCOUNTANT

- [RATHER & KITTRELL,INC](https://planprovider.pro/provider/rather-and-kittrell-inc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $272,744

- **Estimated Expense Ratio:** 0.415% 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|$272,744|$40,750|$216,959|$15,035|—|

| 2023|$246,173|$43,095|$203,078|—|—|

| 2022|$199,487|$25,000|$168,314|—|$6,173|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/maxum-petroleum-operating-company-401k-plan)

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