Plan Snapshot
- Plan Sponsor: Valiant Artificial Lift Solution
- Sponsor EIN: 811828685
- Sponsor Address: ONE LEADERSHIP SQUARE, N. TOWER, OKLAHOMA CITY, OK, 73102
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $10.0M
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 | 122 | $10.0M | $389,173 | $698,127 |
| 2023 | 114 | $8.4M | $322,908 | $585,046 |
| 2022 | 111 | $6.6M | $352,513 | $673,286 |
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 |
|---|---|---|---|---|
| HOGAN TAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGAN TAYLOR LLP — 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 | $26,460 | — | — | — | — |
| 2023 | $20,429 | $15,983 | — | — | — |
| 2022 | $20,386 | — | — | — | — |