Plan Snapshot
- Plan Sponsor: Delta Dental Plan Of Oklahoma, INC.
- Sponsor EIN: 237322578
- Sponsor Address: 16 NW 63RD STREET, OKLAHOMA CITY, OK, 73116
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $26.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 123 | $26.3M | $1.2M | $813,042 |
| 2023 | 123 | $22.2M | $1.2M | $751,387 |
| 2022 | 120 | $17.6M | $1.1M | $705,342 |
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 |
|---|---|---|---|---|
| ARLEDGE & 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 | $7,651 | — | $7,651 | — | — |
| 2023 | $8,065 | — | $8,065 | — | — |
| 2022 | $6,183 | — | $6,183 | — | — |