Plan Snapshot
- Plan Sponsor: Pci Energy Solutions A.K.A. Power Costs, INC.
- Sponsor EIN: 731408922
- Sponsor Address: 301 DAVID L. BOREN BLVD., NORMAN, OK, 73072
- Plan Type: DC
- Total Participants: 223
- Total Assets: $45.2M
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 | 223 | $45.2M | $703,994 | $2.5M |
| 2023 | 240 | $38.7M | $722,577 | $2.6M |
| 2022 | 283 | $28.8M | $2,200 | $2.6M |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON, PLLC | CONSULTANT | $9,200 | — | $9,200 |
| LEGACY ASSET MANAGEMENT | CONSULTANT | $5,500 | — | $5,500 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,303 | — | $5,303 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON, PLLC — CONSULTANT
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,003
- Estimated Expense Ratio: 0.044% 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 | $21,717 | $10,803 | — | $9,200 | — |
| 2023 | -$9,038 | $1,401 | — | — | — |
| 2022 | $3,869 | — | $3,869 | — | — |