Plan Snapshot
- Plan Sponsor: Sheridan Production Operating Company, LLC
- Sponsor EIN: 834040568
- Sponsor Address: 1360 POST OAK BLVD., SUITE 2500, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $38.0M
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 | 101 | $38.0M | $1.1M | $983,741 |
| 2023 | 102 | $35.4M | $1.2M | $969,591 |
| 2022 | 103 | $30.9M | $1.0M | $922,269 |
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 |
|---|---|---|---|---|
| MERRILLLYNCH | INVESTMENT ADVISOR | $62,513 | — | $62,513 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,513
- Estimated Expense Ratio: 0.164% 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 | $67,187 | $62,513 | — | — | — |
| 2023 | $40,151 | $35,004 | — | — | — |
| 2022 | $72,881 | $64,890 | $7,991 | — | — |