Plan Snapshot
- Plan Sponsor: Modular Services Company
- Sponsor EIN: 730700168
- Sponsor Address: 500 E. BRITTON ROAD, OKLAHOMA CITY, OK, 73114
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $14.2M
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 | 96 | $14.2M | $649,191 | $460,388 |
| 2023 | 87 | $12.5M | $210,653 | $482,543 |
| 2022 | 92 | $11.2M | $286,336 | $460,504 |
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 |
|---|---|---|---|---|
| ARLEDGE & ASSOCIATES, 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 | $718,667 | — | $42,201 | — | — |
| 2023 | $39,207 | $22,909 | — | — | — |
| 2022 | $38,453 | — | — | — | — |