Plan Snapshot
- Plan Sponsor: Dean Mcgee Eye Institute
- Sponsor EIN: 736109395
- Sponsor Address: 608 STANTON L. YOUNG BLVD., OKLAHOMA CITY, OK, 73104
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $56.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 329 | $56.4M | $742,359 | $1.8M |
| 2023 | 353 | $52.0M | $738,752 | $1.8M |
| 2022 | 352 | $43.7M | $706,021 | $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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $89,536 | $51,948 | — | — | — |
| 2023 | $91,075 | $55,683 | — | — | — |
| 2022 | $107,654 | $11,533 | — | — | — |