Plan Snapshot
- Plan Sponsor: Aky Md, LLC
- Sponsor EIN: 463546902
- Sponsor Address: 12309 SOUTH MAY AVENUE, OKLAHOMA CITY, OK, 73170
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $2.0M
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 | 196 | $2.0M | $88,767 | $285,126 |
| 2023 | 220 | $1.7M | $65,881 | $240,445 |
| 2022 | 141 | $717,593 | $69,237 | $184,140 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $259,570 | — | $7,509 | — | — |
| 2023 | $70,820 | — | $3,960 | — | — |
| 2022 | $3,210 | $546 | $2,664 | — | — |