Plan Snapshot
- Plan Sponsor: Creoks Mental Health Services, INC.
- Sponsor EIN: 731108774
- Sponsor Address: PO BOX 700360, TULSA, OK, 74170
- Plan Type: 403(b)
- Total Participants: 879
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 879 | $14.3M | $798,136 | $1.6M |
| 2023 | 811 | $11.3M | $622,409 | $1.2M |
| 2022 | 739 | $8.3M | $625,899 | $936,271 |
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 |
|---|---|---|---|---|
| HOGAN TAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGAN TAYLOR 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 | $77,794 | $11,905 | — | — | — |
| 2023 | $53,536 | $153 | — | — | — |
| 2022 | $53,157 | — | — | — | $53,157 |