Plan Snapshot
- Plan Sponsor: Saulsbury Industries, INC.
- Sponsor EIN: 752969084
- Sponsor Address: 2951 E INTERSTATE 20, ODESSA, TX, 79766
- Plan Type: 401(k)
- Total Participants: 2,605
- Total Assets: $51.2M
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 | 2,605 | $51.2M | $2.8M | $5.2M |
| 2023 | 1,235 | $41.9M | $2.2M | $4.1M |
| 2022 | 1,246 | $35.4M | $1.5M | $3.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $109,945 | — | $109,945 |
| PRIME CAPITAL INVESTMENT ADVISORS | ADVISOR | $32,500 | — | $32,500 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $16,837 | — | $16,837 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,282
- Estimated Expense Ratio: 0.311% 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 | $159,282 | $49,337 | — | — | — |
| 2023 | $141,075 | $46,702 | $1,200 | — | — |
| 2022 | $149,801 | $13,099 | — | — | — |