Plan Snapshot
- Plan Sponsor: American Heritage Bank
- Sponsor EIN: 730126720
- Sponsor Address: P.O. BOX 1408, SAPULPA, OK, 74067
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $22.4M
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 | 260 | $22.4M | $611,012 | $969,937 |
| 2023 | 268 | $21.5M | $608,235 | $962,749 |
| 2022 | 268 | $19.1M | $592,051 | $948,261 |
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 |
|---|---|---|---|---|
| FINLEY & COOK PLLC | Auditor | — | — | $0 |
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 | $19,179 | — | — | — | — |
| 2023 | $5,875 | — | — | — | — |
| 2022 | $5,356 | — | — | — | — |