Plan Snapshot
- Plan Sponsor: Xcaliber International, Ltd., L.L.C.
- Sponsor EIN: 731613028
- Sponsor Address: ONE TOBACCO ROAD, PRYOR, OK, 74361
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $18.2M
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 | 279 | $18.2M | $1.1M | $943,341 |
| 2023 | 252 | $14.7M | $955,375 | $772,557 |
| 2022 | 236 | $11.5M | $809,586 | $676,091 |
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 |
|---|---|---|---|---|
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR 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 | $58,071 | $11,894 | — | — | — |
| 2023 | $43,975 | $9,478 | — | — | — |
| 2022 | $34,858 | — | — | — | $34,858 |