Plan Snapshot
- Plan Sponsor: Total Equipment Mgmt Services
- Sponsor EIN: 472795194
- Sponsor Address: 16301 N ROCKWELL AVENUE, EDMOND, OK, 73013
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 185 | $13.1M | $660,709 | $988,064 |
| 2023 | 186 | $12.2M | $679,357 | $996,235 |
| 2022 | 237 | $9.9M | $654,304 | $954,574 |
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 |
|---|---|---|---|---|
| ROSE ROCK CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSE ROCK CPAS, PLLC — Auditor
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 | $2,848 | — | $2,848 | — | — |
| 2023 | $4,731 | — | $4,731 | — | — |
| 2022 | $3,320 | — | $3,320 | — | — |