Plan Snapshot
- Plan Sponsor: Western Oilfields Supply Company
- Sponsor EIN: 951362750
- Sponsor Address: 3404 STATE ROAD, BAKERSFIELD, CA, 93308
- Plan Type: 401(k)
- Total Participants: 1,523
- Total Assets: $216.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,523 | $216.0M | $3.5M | $11.5M |
| 2023 | 1,516 | $187.9M | $3.0M | $10.7M |
| 2022 | 1,488 | $156.9M | $3.2M | $9.5M |
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 |
|---|---|---|---|---|
| BARBICH HOPPER KING DILL HOFFMAN | 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 | $259,308 | — | — | — | — |
| 2023 | $237,517 | — | — | — | — |
| 2022 | $267,880 | — | — | — | — |