Plan Snapshot
- Plan Sponsor: Dale Rogers Training Center
- Sponsor EIN: 730665454
- Sponsor Address: 2501 N UTAH AVE, OKLAHOMA CITY, OK, 73107
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $2.3M
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 | 195 | $2.3M | $239,510 | $296,036 |
| 2023 | 171 | $1.8M | $241,058 | $335,745 |
| 2022 | 2 | $72,770 | $0 | $0 |
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 |
|---|---|---|---|---|
| HSPG & ASSOCIATES, PC | 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 | $10,870 | — | $10,870 | — | — |
| 2023 | $20,522 | — | — | — | — |
| 2022 | — | — | — | — | — |