# Claims Management Resources, INC. 401(k) Plan
Source: https://planprovider.pro/companies/claims-management-resources-inc-401k-plan

> Claims Management Resources, INC.'s 401(k) plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Claims Management Resources, INC.

- **Sponsor EIN:** 731399656

- **Sponsor Address:** 726 W. SHERIDAN AVE., OKLAHOMA CITY, OK, 73102

- **Plan Type:** 401(k)

- **Total Participants:** 226

- **Total Assets:** $11.1M

## 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|226|$11.1M|$294,385|$692,211|

| 2023|212|$9.6M|$272,706|$680,675|

| 2022|210|$8.2M|$236,973|$614,380|

## 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|

| HOGAN TAYLOR LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOGAN TAYLOR LLP](https://planprovider.pro/provider/hogan-taylor-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|$45,313|$8,651|—|—|—|

| 2023|$41,100|$7,527|—|—|—|

| 2022|$41,819|—|—|—|$41,819|

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