Plan Snapshot
- Plan Sponsor: Chickasaw Nation Industries, INC.
- Sponsor EIN: 731543162
- Sponsor Address: 2600 JOHN SAXON BLVD., NORMAN, OK, 73071
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $42.5M
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 | 202 | $42.5M | $1.1M | $2.1M |
| 2023 | 195 | $35.1M | $1.0M | $1.8M |
| 2022 | 175 | $27.6M | $861,254 | $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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $14,700 | — | $14,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,700
- Estimated Expense Ratio: 0.035% 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 | $130,475 | $12,840 | $102,935 | $14,700 | — |
| 2023 | $122,012 | $39,085 | $82,927 | — | — |
| 2022 | $91,604 | $14,500 | $77,104 | — | — |