# Conner & Winters, LLP 401(k) Plan
Source: https://planprovider.pro/companies/conner-winters-llp-401k-plan-001

> Conner & Winters, LLP's 401(k) plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Conner & Winters, LLP

- **Sponsor EIN:** 731388566

- **Sponsor Address:** 4100 FIRST PLACE TOWER, TULSA, OK, 74103

- **Plan Type:** 401(k)

- **Total Participants:** 74

- **Total Assets:** $97.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|74|$97.6M|$1.2M|$882,102|

| 2023|80|$90.9M|$1.3M|$912,248|

| 2022|87|$81.1M|$1.4M|$908,897|

## 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|

| FORVIS MAZARS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-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|$18,453|—|—|—|—|

| 2023|$6,115|—|—|—|—|

| 2022|$32,611|—|—|—|$32,611|

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