Plan Snapshot
- Plan Sponsor: Petroleum Traders Corporation
- Sponsor EIN: 351462227
- Sponsor Address: 7120 POINTE INVERNESS WAY, FORT WAYNE, IN, 468047928
- Plan Type: 401(k)
- 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. |
|---|---|---|---|---|
| 2025 | 103 | $13.0M | $0 | $0 |
| 2024 | 104 | $11.5M | $0 | $0 |
| 2023 | 95 | $11.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| BADEN GAGE & SCHROEDER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN GAGE & SCHROEDER — 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 |
|---|---|---|---|---|---|
| 2025 | $67,469 | — | $67,469 | — | — |
| 2024 | $52,711 | — | $52,711 | — | — |
| 2023 | $43,883 | — | — | — | — |