Plan Snapshot
- Plan Sponsor: Shawnee Milling Company
- Sponsor EIN: 730444550
- Sponsor Address: 201 S BROADWAY AVENUE, SHAWNEE, OK, 74801
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 178
- Total Assets: $6.1M
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 | 178 | $6.1M | $299,013 | $430,925 |
| 2023 | 177 | $5.5M | $296,159 | $399,259 |
| 2022 | 161 | $5.0M | $304,003 | $380,919 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $11,631 | — | $11,631 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,631
- Estimated Expense Ratio: 0.191% 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 | $11,631 | — | — | — | — |
| 2023 | $8,771 | — | — | — | — |
| 2022 | $101,678 | $95,778 | $5,900 | — | — |