Plan Snapshot
- Plan Sponsor: Southern Star, INC.
- Sponsor EIN: 731557611
- Sponsor Address: 306 KERR AVENUE, POTEAU, OK, 74953
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $9.4M
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 | 79 | $9.4M | $573,923 | $152,676 |
| 2023 | 212 | $8.6M | $678,887 | $125,501 |
| 2022 | 202 | $7.0M | $610,397 | $125,346 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER, LLC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER, LLC — Independent 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 | — | — | — | — | — |
| 2023 | $85,443 | $40,856 | — | — | — |
| 2022 | $85,863 | $40,816 | $40,654 | — | — |