Plan Snapshot
- Plan Sponsor: Aaon, INC.
- Sponsor EIN: 731328149
- Sponsor Address: 2425 SOUTH YUKON AVENUE, TULSA, OK, 741072728
- Plan Type: 401(k)
- Total Participants: 4,648
- Total Assets: $448.8M
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 | 4,648 | $448.8M | $20.2M | $17.7M |
| 2023 | 3,690 | $311.7M | $17.2M | $15.0M |
| 2022 | 3,270 | $225.1M | $15.4M | $11.2M |
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 | $410,540 | $48,055 | — | — | — |
| 2023 | $338,672 | $98,948 | — | — | — |
| 2022 | $332,601 | — | — | — | $332,601 |