Plan Snapshot
- Plan Sponsor: Midwest Hose & Specialty INC.
- Sponsor EIN: 731185740
- Sponsor Address: 3312 S. I35 SERVICE ROAD, OKLAHOMA CITY, OK, 73129
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $14.6M
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 | 348 | $14.6M | $427,675 | $817,009 |
| 2023 | 292 | $11.7M | $376,681 | $717,730 |
| 2022 | 263 | $8.8M | $337,981 | $666,427 |
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 |
|---|---|---|---|---|
| CPA OKC. PLLC | 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 | $1,080 | — | $1,080 | — | — |
| 2023 | $640 | — | $640 | — | — |
| 2022 | $360 | — | $360 | — | — |