Plan Snapshot
- Plan Sponsor: Epworth Living, INC.
- Sponsor EIN: 462849151
- Sponsor Address: 14901 NORTH PENNSYLVANIA AVENUE, OKLAHOMA CITY, OK, 73134
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $5.1M
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 | 326 | $5.1M | $104,732 | $319,881 |
| 2023 | 327 | $4.6M | $90,014 | $307,307 |
| 2022 | 299 | $4.1M | $77,770 | $267,780 |
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 |
|---|---|---|---|---|
| HOGANTAYLORLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLORLLP — 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 | $19,401 | $5,813 | — | — | — |
| 2023 | $17,020 | $3,672 | — | — | — |
| 2022 | $17,699 | — | — | — | $17,699 |