Plan Snapshot
- Plan Sponsor: Surefire Wireline, LLC
- Sponsor EIN: 472238147
- Sponsor Address: P.O. BOX 2116, WEATHERFORD, OK, 73096
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 107
- Total Assets: $646,004
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $646,004 | $1.7M | $464,764 |
| 2023 | 117 | $201,994 | $1.6M | $402,090 |
| 2022 | 105 | $49,469 | $1.3M | $327,994 |
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 |
|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $51,704 | — | $51,704 |
| COURY HEALTH SERVICES LLC | Investment Advisor | $38,655 | — | $38,655 |
| THE BENECON GROUP | Investment Advisor | $26,158 | — | $26,158 |
| CONNECTCARE3 | Other Service Provider | $7,110 | — | $7,110 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,627
- Estimated Expense Ratio: 19.137% of plan assets
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 | $123,628 | — | — | — | — |
| 2023 | $123,187 | — | — | — | — |
| 2022 | $1,585,408 | — | — | — | — |