Plan Snapshot
- Plan Sponsor: Petroleum Wholesale, L.P.
- Sponsor EIN: 730956836
- Sponsor Address: 8550 TECHNOLOGY FOREST PLACE, THE WOODLANDS, TX, 77381
- Plan Type: 401(k)
- Total Participants: 508
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 508 | $11.6M | $425,687 | $739,342 |
| 2023 | 332 | $11.7M | $500,000 | $761,773 |
| 2022 | 314 | $10.3M | $400,000 | $732,854 |
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 |
|---|---|---|---|---|
| WEAVER & TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL, 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 | $81,279 | $25,573 | — | — | — |
| 2023 | $71,261 | $23,354 | — | — | — |
| 2022 | $61,484 | — | — | — | — |