Plan Snapshot
- Plan Sponsor: Diakonos Group, LLC
- Sponsor EIN: 161649197
- Sponsor Address: 3325 FRENCH PARK DRIVE, EDMOND, OK, 73034
- Plan Type: 401(k)
- Total Participants: 649
- Total Assets: $1.7M
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 | 649 | $1.7M | $0 | $287,114 |
| 2023 | 862 | $1.8M | $0 | $296,847 |
| 2022 | 902 | $1.5M | $0 | $437,274 |
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 |
|---|---|---|---|---|
| WILSEY MEYER EATMON TATE PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILSEY MEYER EATMON TATE PLLC — 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 | $86,912 | — | — | — | — |
| 2023 | $13,514 | — | — | — | — |
| 2022 | $14,000 | — | — | — | $14,000 |