Plan Snapshot
- Plan Sponsor: Compsouce Mutual Insurance Company
- Sponsor EIN: 300641266
- Sponsor Address: 1901 N. WALNUT AVE., OKLAHOMA CITY, OK, 73152
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 286 | $24.9M | $943,042 | $1.9M |
| 2023 | 303 | $21.1M | $901,250 | $1.8M |
| 2022 | 301 | $16.5M | $836,091 | $1.6M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $85,563 | $7,560 | $3,525 | — | — |
| 2023 | $67,410 | $67,410 | — | — | — |
| 2022 | $73,326 | $73,326 | — | — | — |