Plan Snapshot
- Plan Sponsor: Cherokee Nation Home Health
- Sponsor EIN: 731549064
- Sponsor Address: 1630 N CEDAR AVE, TAHLEQUAH, OK, 744646755
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $303,620
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 95 | $303,620 | $0 | $39,902 |
| 2023 | 91 | $236,005 | $0 | $30,180 |
| 2022 | 77 | $219,330 | $0 | $31,374 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $8,925 | — | $8,065 | — | — |
| 2023 | $8,509 | — | $7,649 | — | — |
| 2022 | $8,901 | — | $8,901 | — | — |