Plan Snapshot
- Plan Sponsor: Community Health Connection, INC.
- Sponsor EIN: 043766364
- Sponsor Address: 2321 E. 3RD STREET, TULSA, OK, 74104
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $4.6M
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 | 145 | $4.6M | $308,511 | $423,724 |
| 2023 | 89 | $3.7M | $286,546 | $402,639 |
| 2022 | 122 | $2.9M | $244,707 | $360,857 |
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 |
|---|---|---|---|---|
| HEATHERINGTON & FIELDS | 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 | $33,053 | $21,817 | $6,089 | — | — |
| 2023 | $25,611 | — | $25,611 | — | — |
| 2022 | $23,082 | — | $23,082 | — | — |