Plan Snapshot
- Plan Sponsor: Shay Oil Company, INC.
- Sponsor EIN: 860250950
- Sponsor Address: PO BOX 1249, YUMA, AZ, 853661249
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 154 | $5.4M | $103,510 | $148,667 |
| 2023 | 142 | $4.9M | $103,631 | $138,532 |
| 2022 | 143 | $4.4M | $103,022 | $141,599 |
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 |
|---|---|---|---|---|
| LUDWIG KLEWER & RUDNER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUDWIG KLEWER & RUDNER PLLC — Auditor
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 | $1,962 | — | $1,962 | — | — |
| 2023 | $1,887 | — | $1,887 | — | — |
| 2022 | $1,396 | — | $1,396 | — | — |