Sayle Oil Management 401(k) match, vesting and fees
What Sayle Oil Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Cpi Qualified Plan Consultants, Inc | Schedule C ↗ |
| Independent auditor | Bfmw Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,080 defined-contribution plans in retail trade with 100 to 499 participants.
| Sayle Oil Management: employer contribution per participant | $1,542 | |
| Peer median | $1,247 |
| Sayle Oil Management: average balance | $48,945 | |
| Peer median | $56,979 |
| Sayle Oil Management: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.9M at the end of plan year 2021 to $5.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 175 | $5.3M | $168K | $1,542 | 0.60% | Not published | Form 5500 ↗ |
| 2024 | 174 | $4.5M | $137K | $1,332 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 166 | $3.9M | $117K | $1,118 | 0.65% | Not published | Form 5500 ↗ |
| 2022 | 143 | $3.3M | $116K | $1,288 | 0.72% | Not published | Form 5500 ↗ |
| 2021 | 193 | $3.9M | $112K | $1,163 | 0.71% | Not published | Form 5500 ↗ |
Common questions
Does Sayle Oil Management match 401(k) contributions?
The match terms for the Sayle Oil Management Company, LLC 401(k) Profit Sharing Trust have not been published from its filing yet. The plan year 2025 filing reports $168K in employer contributions, about $1,542 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sayle Oil Management 401(k) match vested?
The vesting schedule for the Sayle Oil Management Company, LLC 401(k) Profit Sharing Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sayle Oil Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Cpi Qualified Plan Consultants, Inc. The plan administrator is Sayle Oil Management Company, LLC.
I left Sayle Oil Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sayle Oil Management Company, LLC, (662) 647-5802) or the recordkeeper, Cpi Qualified Plan Consultants, Inc. The Sayle Oil Management old 401(k) page lists the contacts from every plan filing. Find an old Sayle Oil Management 401(k)
Data from the public Form 5500 annual reports Sayle Oil Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sayle Oil Management. Not financial advice. Report a correction · Methodology