# Arvest Bank 401(k) Plan
Source: https://planprovider.pro/companies/arvest-bank-710118700-504

> Arvest Bank's 401(k) plan: 6,297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Arvest Bank

- **Sponsor EIN:** 710118700

- **Sponsor Address:** 921 W. MONROE, LOWELL, AR, 72745

- **Plan Type:** 401(k)

- **Plan Number:** 504

- **Total Participants:** 6,297

- **Total Assets:** $2.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,297|$2.7M|$38.8M|$23.4M|

| 2023|5,411|$5.7M|$35.5M|$15.0M|

| 2022|5,411|$9.5M|$35.4M|$14.4M|

## 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|

| UMR, INC.|Other Service Provider|$3,272,049|$64,638|$3,336,687|

| DELTA DENTAL PLAN OF ARKANSAS|Other Service Provider|$256,997|—|$256,997|

| PRUDENTRX LLC|Other Service Provider|$84,763|—|$84,763|

| OPTUM FINANCIAL|Other Service Provider|$72,969|—|$72,969|

| RXBENEFITS|Other Service Provider|$70,643|—|$70,643|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,822,059

- **Estimated Expense Ratio:** 139.461% 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|$4,387,482|—|$4,387,482|—|—|

| 2023|$3,524,971|—|$3,524,971|—|—|

| 2022|$3,120,375|—|$3,120,375|—|—|

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