Plan Snapshot
- Plan Sponsor: Name Brands, INC.
- Sponsor EIN: 730769994
- Sponsor Address: 7215 S. MEMORIAL DRIVE, TULSA, OK, 74133
- Plan Type: DC
- Total Participants: 169
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 169 | $25.0M | $203,323 | $194,150 |
| 2023 | 159 | $23.4M | $524,033 | $176,040 |
| 2022 | 166 | $21.6M | $449,747 | $159,246 |
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 |
|---|---|---|---|---|
| CCK STRATEGIES, 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 | $1,460 | — | $1,460 | — | — |
| 2023 | $4,415 | — | $4,415 | — | — |
| 2022 | $1,450 | — | $1,450 | — | — |