Plan Snapshot
- Plan Sponsor: St. Romain Oil Company, LLC
- Sponsor EIN: 720685861
- Sponsor Address: 293 INDUSTRIAL BOULEVARD, MANSURA, LA, 71350
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $3.6M
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 | 167 | $3.6M | $60,881 | $234,695 |
| 2023 | 150 | $3.1M | $97,471 | $246,568 |
| 2022 | 233 | $4.2M | $94,929 | $211,004 |
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 |
|---|---|---|---|---|
| WEGMANN DAZET APC | Auditor | — | — | $0 |
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 | $11,748 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |