Plan Snapshot
- Plan Sponsor: Crowe & Dunlevy, A Professional Corporation
- Sponsor EIN: 731055796
- Sponsor Address: 324 N ROBINSON AVENUE SUITE 100, OKLAHOMA CITY, OK, 73102
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $188.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 181 | $188.2M | $2.6M | $1.9M |
| 2023 | 196 | $173.1M | $2.5M | $1.9M |
| 2022 | 208 | $158.5M | $2.5M | $1.9M |
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 |
|---|---|---|---|---|
| CAYCE WEEMS DBA WEEMS & ROBERTSON | OTHER | $45,955 | — | $45,955 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $32,864 | — | $32,864 |
| HOGANTAYLOR LLP | OTHER | $21,650 | — | $21,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,469
- Estimated Expense Ratio: 0.053% 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 | $93,399 | — | — | — | — |
| 2023 | $86,933 | — | — | — | — |
| 2022 | $87,355 | — | $87,355 | — | — |