Plan Snapshot
- Plan Sponsor: Shebester-Bechtel, INC.
- Sponsor EIN: 730977376
- Sponsor Address: PO BOX 270598, OKLAHOMA CITY, OK, 73137
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $23.0M
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 | 65 | $23.0M | $40,167 | $144,166 |
| 2023 | 54 | $23.1M | $21,011 | $140,737 |
| 2022 | 59 | $25.4M | $0 | $110,349 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | NONE | — | $12,540 | $12,540 |
| TRANSITION FINANCE STRATEGIES | THIRD PARTY ADMINISTRATO | — | $5,361 | $5,361 |
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,901
- Estimated Expense Ratio: 0.078% 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 | $25,037 | — | $12,551 | — | — |
| 2023 | $32,738 | $14,686 | $18,052 | — | — |
| 2022 | $32,280 | $14,308 | $17,972 | — | — |