Plan Snapshot
- Plan Sponsor: Community Action Project Of Tulsa County, INC.
- Sponsor EIN: 731019247
- Sponsor Address: 5330 E 31ST STREET, TULSA, OK, 74135
- Plan Type: 403(b)
- Total Participants: 624
- Total Assets: $22.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 624 | $22.1M | $661,334 | $1.6M |
| 2023 | 627 | $18.7M | $617,865 | $1.5M |
| 2022 | 612 | $15.1M | $561,553 | $1.4M |
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 |
|---|---|---|---|---|
| BOKF, N.A. | CUSTODIAN | $102,180 | $58 | $102,238 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,238
- Estimated Expense Ratio: 0.463% 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 | $102,181 | $16,131 | — | — | — |
| 2023 | $87,578 | — | — | — | — |
| 2022 | $83,810 | — | — | — | $83,810 |