Plan Snapshot
- Plan Sponsor: Paul Transportation, INC.
- Sponsor EIN: 710921816
- Sponsor Address: 15202 E ADMIRAL PLACE, TULSA, OK, 74116
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $3.5M
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 | 337 | $3.5M | $104,109 | $258,976 |
| 2023 | 308 | $3.1M | $133,039 | $332,115 |
| 2022 | 240 | $1.9M | $98,405 | $323,878 |
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 |
|---|---|---|---|---|
| INTRUST BANK, N.A. | NONE | $21,285 | — | $21,285 |
| KATZ, SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,285
- Estimated Expense Ratio: 0.609% of plan assets
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 | $21,285 | — | — | — | — |
| 2023 | $24,191 | — | $3,360 | — | — |
| 2022 | $21,719 | $11,381 | $10,338 | — | — |