Plan Snapshot
- Plan Sponsor: Cck Strategies, PLLC
- Sponsor EIN: 731528194
- Sponsor Address: 8811 S. YALE AVE., SUITE 400, TULSA, OK, 74137
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $8.1M
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 | 166 | $8.1M | $366,921 | $908,039 |
| 2023 | 125 | $6.2M | $337,704 | $825,765 |
| 2022 | 112 | $4.4M | $263,382 | $639,441 |
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 |
|---|---|---|---|---|
| HANTZMON WIEBEL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANTZMON WIEBEL LLP — 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 | $46,306 | $3,677 | $42,629 | — | — |
| 2023 | $31,659 | $2,613 | $28,086 | — | — |
| 2022 | $25,784 | $2,128 | $23,656 | — | — |