Plan Snapshot
- Plan Sponsor: Medley Material Handling, INC.
- Sponsor EIN: 730614215
- Sponsor Address: 4201 WILL ROGERS PKWY, OKLAHOMA CITY, OK, 73108
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 269 | $7.1M | $326,849 | $599,006 |
| 2023 | 275 | $6.6M | $313,287 | $551,932 |
| 2022 | 289 | $5.3M | $288,045 | $510,842 |
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 |
|---|---|---|---|---|
| SMITH CARNEY AND CO PC | Auditor | — | — | $0 |
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 | $29,321 | $3,832 | — | — | — |
| 2023 | $23,402 | $21,477 | — | — | — |
| 2022 | $21,427 | — | — | — | — |