Plan Snapshot
- Plan Sponsor: Standley Systems, LLC
- Sponsor EIN: 730769049
- Sponsor Address: 528 W IOWA AVENUE, CHICKASHA, OK, 73018
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $9.5M
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. |
|---|---|---|---|---|
| 2024 | 171 | $9.5M | $286,999 | $627,496 |
| 2023 | 137 | $8.3M | $259,886 | $521,922 |
| 2022 | 143 | $6.7M | $174,668 | $494,078 |
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 |
|---|---|---|---|---|
| TAMMIE S. MOORE, PC | 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 | $142,027 | $1,810 | $66,129 | — | — |
| 2023 | $71,960 | $20,299 | $4,050 | — | — |
| 2022 | $100,540 | $24,543 | $7,507 | — | $27,047 |