# Price Edwards & Company 401(k) Plan
Source: https://planprovider.pro/companies/price-edwards-company-401k-plan

> Price Edwards & Company's 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/peters-and-chandler-pc) — 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|—|—|

## Similar Plans

- [Robinson Park, LLC](https://planprovider.pro/companies/robinson-park-llc-401k-plan) — 152 participants

- [Jwc Investments, INC.](https://planprovider.pro/companies/jwc-investments-inc-401k-plan) — 3 participants

- [Lsc P&I Corporation](https://planprovider.pro/companies/lsc-p-i-corporation-401k-plan) — 3 participants

- [Andrews Ivestments INC.](https://planprovider.pro/companies/andrews-ivestments-inc-plan) — 2 participants

- [Loganzie, INC.](https://planprovider.pro/companies/loganzie-inc-plan) — 2 participants

- [Forsythe Ventures, INC.](https://planprovider.pro/companies/forsythe-ventures-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/price-edwards-company-401k-plan)

© 2026 PlanProvider.Pro