Plan Snapshot
- Plan Sponsor: Straightaway Delivery LLC
- Sponsor EIN: 831586596
- Sponsor Address: 6900 DESIREE DRIVE, NORMAN, OK, 73071
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 130
- Total Assets: $246,223
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. |
|---|---|---|---|---|
| 2025 | 130 | $246,223 | $24,786 | $93,902 |
| 2024 | 97 | $150,754 | $15,315 | $82,793 |
| 2023 | 79 | $79,584 | $16,719 | $59,989 |
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 |
|---|---|---|---|---|
| FOREMAN & LEATHERS, 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 |
|---|---|---|---|---|---|
| 2025 | $48,863 | — | — | — | — |
| 2024 | $551 | $551 | — | — | — |
| 2023 | $121 | $121 | — | — | — |