Plan Snapshot
- Plan Sponsor: Community Action Agency Of Okl
- Sponsor EIN: 730753739
- Sponsor Address: 319 SW 25TH ST, OKLAHOMA CITY, OK, 731095921
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 187
- Total Assets: $7.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 187 | $7.4M | $211,127 | $413,418 |
| 2023 | 215 | $7.3M | $215,744 | $395,359 |
| 2022 | 266 | $6.6M | $205,057 | $371,252 |
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 |
|---|---|---|---|---|
| LANDMARK PLC CPA | Auditor | — | — | $0 |
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 | $2,843 | — | — | — | — |
| 2023 | $2,023 | — | — | — | — |
| 2022 | $1,087 | — | — | — | — |