# Community Action Project Of Tulsa County, INC. 403(b) Plan
Source: https://planprovider.pro/companies/community-action-project-of-tulsa-county-inc-403b-plan

> Community Action Project Of Tulsa County, INC.'s 403(b) plan: 624 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Oral Roberts University](https://planprovider.pro/companies/oral-roberts-university-403b-plan) — 483 participants

- [Dove Schools, INC.](https://planprovider.pro/companies/dove-schools-inc-401k-plan) — 477 participants

- [Santa Fe South Schools, INC.](https://planprovider.pro/companies/santa-fe-south-schools-inc-plan) — 473 participants

- [Oklahoma Christian University](https://planprovider.pro/companies/oklahoma-christian-university-403b-plan) — 356 participants

- [Tulsa Educare, INC.](https://planprovider.pro/companies/tulsa-educare-inc-401k-plan) — 280 participants

- [Oklahoma Christian Schools, INC.](https://planprovider.pro/companies/oklahoma-christian-schools-inc-403b-plan) — 203 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/community-action-project-of-tulsa-county-inc-403b-plan)

© 2026 PlanProvider.Pro