Plan Snapshot
- Plan Sponsor: Citizen Potawatomi Nation
- Sponsor EIN: 730945447
- Sponsor Address: 1601 S. GORDON COOPER DRIVE, SHAWNEE, OK, 74801
- Plan Type: 401(k)
- Total Participants: 2,260
- Total Assets: $63.4M
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 | 2,260 | $63.4M | $2.9M | $4.3M |
| 2023 | 2,221 | $54.3M | $2.7M | $3.8M |
| 2022 | 2,051 | $46.1M | $2.3M | $3.2M |
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, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSE ROCK CPAS, PLLC — 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 | $23,409 | $9,461 | $13,948 | — | — |
| 2023 | $19,144 | $4,531 | $14,613 | — | — |
| 2022 | $17,502 | $2,645 | $14,857 | — | — |