Plan Snapshot
- Plan Sponsor: Dove Schools, INC.
- Sponsor EIN: 813518666
- Sponsor Address: 5601 NW EXPRESSWAY, WARR ACRES, OK, 73131
- Plan Type: 401(k)
- Total Participants: 477
- Total Assets: $5.7M
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 | 477 | $5.7M | $588,316 | $630,671 |
| 2023 | 401 | $4.3M | $487,942 | $537,099 |
| 2022 | 396 | $3.1M | $465,453 | $516,001 |
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 |
|---|---|---|---|---|
| MURET CPA PLLC | AUDITOR | $14,800 | — | $14,800 |
| NOVA 401(K) ASSOCIATES | THIRD PARTY ADMINISTRATOR | $9,952 | $4,802 | $14,754 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,554
- Estimated Expense Ratio: 0.520% 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 | $27,132 | — | $27,132 | — | — |
| 2023 | $24,309 | — | $24,309 | — | — |
| 2022 | $18,490 | — | $18,490 | — | — |