Plan Snapshot
- Plan Sponsor: Thermal Specialties LLC
- Sponsor EIN: 263472876
- Sponsor Address: 6314 E. 15TH STREET, TULSA, OK, 74112
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $5.6M
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 | 105 | $5.6M | $292,712 | $506,197 |
| 2023 | 97 | $4.9M | $269,501 | $440,589 |
| 2022 | 88 | $3.8M | $198,721 | $324,759 |
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 |
|---|---|---|---|---|
| MORSE & CO., PLLC | 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 | $12,474 | $1,401 | — | — | — |
| 2023 | $7,422 | $729 | — | — | — |
| 2022 | $5,447 | — | — | — | $5,447 |