Plan Snapshot
- Plan Sponsor: Pipeline Industry 401(K) Fund
- Sponsor EIN: 263051108
- Sponsor Address: RENEE E. VAUSE, DIRECTOR, TULSA, OK, 741470950
- Plan Type: DC
- Total Participants: 2,034
- Total Assets: $340.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,034 | $340.4M | $16.4M | $6.9M |
| 2023 | 2,308 | $314.0M | $21.0M | $8.6M |
| 2022 | 1,904 | $276.8M | $18.0M | $6.3M |
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 |
|---|---|---|---|---|
| TRUST COMPANY OF OKLAHOMA | NONE | $210,135 | — | $210,135 |
| PIPELINE INDUSTRY BENEFIT FUND | RELATED PLAN EXPENSE | $144,380 | — | $144,380 |
| EMPLOYEE Q | EMPLOYEE | $49,597 | — | $49,597 |
| ROBEIN, URANN, SPENCER, ET. AL. | NONE | $27,348 | — | $27,348 |
| SEGAL MARCO ADVISORS | NONE | $27,083 | — | $27,083 |
| SEGAL SELECT INSURANCE | NONE | $24,021 | — | $24,021 |
| RUBINBROWN LLP | NONE | $23,100 | — | $23,100 |
| TEDFORD INSURANCE | NONE | $12,934 | — | $12,934 |
| THE HARDESTY PRESS | NONE | $11,111 | — | $11,111 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $529,709
- Estimated Expense Ratio: 0.156% 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 | $564,118 | $27,083 | — | $23,100 | — |
| 2023 | $505,270 | $22,917 | — | $22,100 | — |
| 2022 | $545,720 | $25,000 | — | — | $278,042 |