Plan Snapshot
- Plan Sponsor: Warrenton Oil Company
- Sponsor EIN: 430793241
- Sponsor Address: 2299 SOUTH SPOEDE LANE, TRUESDALE, MO, 63380
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 355
- Total Assets: $0
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 | 355 | $0 | $0 | $0 |
| 2023 | 359 | $0 | $0 | $0 |
| 2022 | 367 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UMR | Other Service Provider | $215,172 | $16,248 | $231,420 |
| ONEDIGITAL (CLJM, LLC. DBA HM BENEF | Investment Advisor | $93,177 | — | $93,177 |
| THE BENECON GROUP, LLC | Investment Advisor | $60,787 | — | $60,787 |
| CONNECTCARE3 | Other Service Provider | $19,567 | — | $19,567 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $404,951
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |