Plan Snapshot
- Plan Sponsor: Price Edwards & Company
- Sponsor EIN: 731322410
- Sponsor Address: 210 PARK AVENUE, SUITE 700, OKLAHOMA CITY, OK, 73102
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 115 | $15.3M | $283,646 | $490,127 |
| 2023 | 106 | $14.0M | $282,422 | $560,489 |
| 2022 | 109 | $13.2M | $300,557 | $570,328 |
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 |
|---|---|---|---|---|
| PETERS & CHANDLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PETERS & CHANDLER — 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 | $74,072 | $33,347 | $40,725 | — | — |
| 2023 | $64,576 | $23,567 | $1,165 | — | — |
| 2022 | $62,040 | $21,074 | $40,966 | — | — |