Plan Snapshot
- Plan Sponsor: Est, INC.
- Sponsor EIN: 731590835
- Sponsor Address: 615 NORTH HUDSON AVE, OKLAHOMA CITY, OK, 73102
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 301 | $12.7M | $353,984 | $1.3M |
| 2022 | 292 | $10.2M | $473,601 | $1.2M |
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 |
|---|---|---|---|---|
| JP MORGAN SECURITIES LLC | ADVISOR | $89,734 | — | $89,734 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $70,880 | — | $70,880 |
| FOREMAN & LEATHERS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN SECURITIES LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,614
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 | $22,906 | $13,341 | — | — | — |
| 2023 | $84,688 | $49,248 | — | — | — |
| 2022 | $84,383 | $2,736 | — | — | — |