Plan Snapshot
- Plan Sponsor: Schwarz Paving Co., INC.
- Sponsor EIN: 731053214
- Sponsor Address: C/O PARTNERS HUMAN RESOURCES, OKLAHOMA CITY, OK, 73118
- Plan Type: 401(k)
- Total Participants: 357
- Total Assets: $23.2M
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. |
|---|---|---|---|---|
| 2024 | 357 | $23.2M | $807,641 | $1.1M |
| 2023 | 325 | $19.9M | $785,135 | $1.2M |
| 2022 | 315 | $16.3M | $680,862 | $954,029 |
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 |
|---|---|---|---|---|
| WRIGHT MCAFEE CPAS | Auditor | $10,900 | — | $10,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,900
- Estimated Expense Ratio: 0.047% 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 | $36,230 | — | $25,330 | $10,900 | — |
| 2023 | $33,546 | — | $23,296 | $10,250 | — |
| 2022 | $33,716 | — | $33,716 | — | — |