Plan Snapshot
- Plan Sponsor: Choctaw Nation Of Oklahoma
- Sponsor EIN: 730717979
- Sponsor Address: 1802 CHUKKA HINA DRIVE, DURANT, OK, 74701
- Plan Type: 401(k)
- Total Participants: 13,025
- Total Assets: $424.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 13,025 | $424.7M | $25.3M | $36.6M |
| 2023 | 12,788 | $359.2M | $21.2M | $31.1M |
| 2022 | 12,502 | $290.4M | $17.2M | $28.3M |
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 |
|---|---|---|---|---|
| ROSE ROCK CPAS | Auditor | $19,000 | — | $19,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSE ROCK CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,000
- Estimated Expense Ratio: 0.004% 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 | $390,560 | — | — | $19,000 | — |
| 2023 | $538,610 | — | — | $18,000 | — |
| 2022 | $249,539 | — | — | — | — |