Plan Snapshot
- Plan Sponsor: Sef Energy, LLC
- Sponsor EIN: 813424201
- Sponsor Address: 2601 NW EXPRESSWAY, SUITE 900E, OKLAHOMA CITY, OK, 73112
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $18.4M
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 | 369 | $18.4M | $924,170 | $1.8M |
| 2023 | 369 | $16.0M | $808,716 | $1.5M |
| 2022 | 328 | $12.7M | $625,877 | $1.1M |
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 |
|---|---|---|---|---|
| FINLEY & COOK, PLLC | Auditor | — | — | $0 |
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 | $89,670 | — | $89,670 | — | — |
| 2023 | $63,642 | — | $63,642 | — | — |
| 2022 | $61,002 | — | — | — | $61,002 |