Western Flyer Express LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Western Flyer Express LLC
  • Sponsor EIN: 731502799
  • Sponsor Address: 4050 W I-40 SERVICE RD, OKLAHOMA CITY, OK, 73128
  • Plan Type: 401(k)
  • Total Participants: 662
  • Total Assets: $3.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023662$3.0M$138,788$846,570
2022547$1.5M$86,352$551,632

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
ADP, INC.RECORD KEEPER$26,614$26,614
EDWARD JONESINVESTMENT/FINANCIAL ADVI$22,268$22,268
BELL & COMPANYAuditor$0

Verified Provider Profiles

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Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $48,882
  • Estimated Expense Ratio: 1.621% 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
2023$24,442$11,135
2022$16,585

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