Plan Snapshot
- Plan Sponsor: Raptor Petroleum, LLC
- Sponsor EIN: 205877086
- Sponsor Address: P.O. BOX 1548, MURRAY, KY, 42071
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 107
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 107 | $3.6M | $0 | $0 |
| 2024 | 66 | $2.9M | $209,457 | $185,608 |
| 2023 | 45 | $4.7M | $214,528 | $203,738 |
| 2022 | 54 | $3.6M | $220,528 | $150,029 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | Recordkeeper | $18,358 | — | $18,358 |
| MERRILL LYNCH LIFE AGENCY, INC. | Investment Advisor | $14,625 | — | $14,625 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,983
- Estimated Expense Ratio: 0.916% 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 |
|---|---|---|---|---|---|
| 2025 | $128,205 | — | $35,401 | — | — |
| 2024 | $2,668,730 | — | — | — | — |
| 2023 | $76,845 | — | — | — | — |
| 2022 | $225,014 | — | — | — | — |