Plan Snapshot
- Plan Sponsor: Case & Associates Properties, INC.
- Sponsor EIN: 731180117
- Sponsor Address: 4200 EAST SKELLY DRIVE, SUITE 800, TULSA, OK, 74135
- Plan Type: 401(k)
- Total Participants: 633
- Total Assets: $27.0M
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 | 633 | $27.0M | $830,497 | $1.8M |
| 2023 | 637 | $23.7M | $716,736 | $1.6M |
| 2022 | 612 | $19.9M | $720,013 | $1.5M |
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 |
|---|---|---|---|---|
| REGIER CARR & MONROE, LLP, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REGIER CARR & MONROE, LLP, CPAS — 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 | $142,473 | — | $137,625 | — | — |
| 2023 | $161,969 | — | $143,163 | — | — |
| 2022 | $130,378 | — | $130,378 | — | — |