Plan Snapshot
- Plan Sponsor: Adfitech, INC.
- Sponsor EIN: 752645820
- Sponsor Address: 3001 TECHNOLOGY DRIVE, EDMOND, OK, 73013
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $9.4M
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 | 128 | $9.4M | $32,896 | $275,581 |
| 2023 | 134 | $8.5M | $0 | $216,305 |
| 2022 | 76 | $7.7M | $65,911 | $372,189 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | Recordkeeper | $55,299 | — | $55,299 |
| COURY FIRM ASSET MANAGEMENT, LLC | Investment Advisor | $12,269 | — | $12,269 |
| DUNBAR BENDER & ZAPF, INC. | Recordkeeper | $1,500 | $7,250 | $8,750 |
| BANCFIRST | Investment Advisor | $6,845 | — | $6,845 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,163
- Estimated Expense Ratio: 0.883% 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 |
|---|---|---|---|---|---|
| 2024 | $75,553 | $6,845 | $67,208 | — | — |
| 2023 | $75,232 | $23,380 | $51,852 | — | — |
| 2022 | $77,059 | $24,409 | $52,650 | — | — |