# Petroleum Traders Corporation 401(k) Plan
Source: https://planprovider.pro/companies/petroleum-traders-corporation-351462227-001

> Petroleum Traders Corporation's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Petroleum Traders Corporation

- **Sponsor EIN:** 351462227

- **Sponsor Address:** 7120 POINTE INVERNESS WAY, FORT WAYNE, IN, 468047928

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 103

- **Total Assets:** $13.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|103|$13.0M|$400,000|$648,918|

| 2023|104|$11.5M|$500,838|$603,519|

| 2022|95|$11.0M|$398,400|$660,270|

## 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|

| SYM FINANCIAL CORPORATION|Investment Advisor|$34,896|—|$34,896|

| PHILLIPS FINANCIAL MANAGEMENT LLC|Investment Advisor|$17,799|—|$17,799|

| ASCENSUS HOLDINGS INC DBA FUTUREPLA|Other Service Provider|$2,875|$11,021|$13,896|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$12,149|—|$12,149|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,740

- **Estimated Expense Ratio:** 0.607% 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|$67,469|—|$67,469|—|—|

| 2023|$52,711|—|$52,711|—|—|

| 2022|$43,883|—|—|—|—|

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