Plan Snapshot
- Plan Sponsor: Candid Color Systems, INC.
- Sponsor EIN: 730957985
- Sponsor Address: 1300 METROPOLITAN AVENUE, OKLAHOMA CITY, OK, 73108
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $15.8M
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 | 211 | $15.8M | $102,881 | $355,324 |
| 2023 | 179 | $16.1M | $96,103 | $323,279 |
| 2022 | 205 | $15.8M | $49,058 | $262,472 |
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 INSURANCE COMPANY | Recordkeeper | $49,685 | — | $49,685 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | — | $30,083 | $30,083 |
| CANDID COLOR SYSTEMS INC | Auditor | $11,500 | — | $11,500 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $9,779 | — | $9,779 |
| DEFINITI LLC | Other Service Provider | $4,155 | $5,000 | $9,155 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,202
- Estimated Expense Ratio: 0.697% 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 | $73,880 | — | $73,880 | — | — |
| 2023 | $73,738 | $9,839 | $3,966 | $11,000 | — |
| 2022 | $79,360 | $79,360 | — | — | — |