# Delaware Nation Economic Development Authority 401(k) Plan
Source: https://planprovider.pro/companies/delaware-nation-economic-development-authority-401k-plan

> Delaware Nation Economic Development Authority's 401(k) plan: 1,483 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Delaware Nation Economic Development Authority

- **Sponsor EIN:** 273276198

- **Sponsor Address:** 2000 N CLASSEN BLVD STE 1700, OKLAHOMA CITY, OK, 73106

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

- **Total Participants:** 1,483

- **Total Assets:** $38.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,483|$38.9M|$1.8M|$6.7M|

| 2023|755|$28.4M|$1.3M|$4.9M|

| 2022|834|$19.8M|$1.0M|$3.5M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$60,398|—|$60,398|

| JOHN JONES DBA SCISSORTAIL .00 EXEC|INVESTMENT ADVISOR|$46,146|—|$46,146|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$27,990|—|$27,990|

| TRISTAR PENSION,LTD|CONTRACT ADMIN/TPA|$17,467|$5,000|$22,467|

| FINLEY & COOK, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $157,001

- **Estimated Expense Ratio:** 0.404% 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|$120,512|$42,647|$17,467|—|—|

| 2023|$115,463|—|$115,463|—|—|

| 2022|$117,259|—|$117,259|—|—|

## Similar Plans

- [Gdh Consulting, INC.](https://planprovider.pro/companies/gdh-consulting-inc-401k-plan) — 364 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/delaware-nation-economic-development-authority-401k-plan)

© 2026 PlanProvider.Pro