Plan Snapshot
- Plan Sponsor: Chickasaw Nation
- Sponsor EIN: 731374986
- Sponsor Address: 520 E. ARLINGTON, ADA, OK, 74820
- Plan Type: 401(k)
- Total Participants: 8,384
- Total Assets: $382.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 8,384 | $382.9M | $16.5M | $20.8M |
| 2023 | 7,957 | $327.4M | $15.0M | $19.0M |
| 2022 | 7,615 | $267.4M | $14.0M | $17.7M |
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 | $291,230 | — | — | — | — |
| 2023 | $214,010 | — | — | — | — |
| 2022 | $169,757 | — | — | — | $169,757 |