# Southern Counties Oil Company, A California Limited Partnership 401(k) Plan
Source: https://planprovider.pro/companies/southern-counties-oil-company-a-california-limited-partnership-401k-plan

> Southern Counties Oil Company, A California Limited Partnership's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Southern Counties Oil Company, A California Limited Partnership

- **Sponsor EIN:** 330488996

- **Sponsor Address:** 1800 W. KATELLA AVE., STE. 400, ORANGE, CA, 92867

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$0|$0|

| 2022|687|$55.7M|$909,975|$4.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$122,635|—|$122,635|

| FIDUCIENT ADVISORS LLC|INVESTMENT ADVISOR|$60,000|—|$60,000|

| WITHUMSMITH+BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $182,635

### 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|

| 2023|—|—|—|—|—|

| 2022|$182,635|—|$182,635|—|—|

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