Plan Snapshot
- Plan Sponsor: Panhandle Oilfield Service Companies, INC.
- Sponsor EIN: 481109486
- Sponsor Address: 14000 QUAIL SPRINGS PARKWAY,, OKLAHOMA CITY, OK, 731342600
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $1.7M
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 | 131 | $1.7M | $161,900 | $192,452 |
| 2023 | 171 | $1.5M | $86,363 | $136,507 |
| 2022 | 231 | $1.1M | $87,756 | $139,966 |
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 |
|---|---|---|---|---|
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — Auditor
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 | $19,241 | $19,241 | — | — | — |
| 2023 | $12,905 | — | $12,905 | — | — |
| 2022 | $12,057 | — | $12,057 | — | — |