Plan Snapshot
- Plan Sponsor: Family Health Center Of Southern Oklahoma, INC.
- Sponsor EIN: 010667694
- Sponsor Address: 610 EAST 24TH STREET, TISHOMINGO, OK, 73460
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $4.4M
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 | 157 | $4.4M | $323,235 | $382,926 |
| 2023 | 136 | $3.4M | $263,069 | $314,450 |
| 2022 | 117 | $2.9M | $212,860 | $255,932 |
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 |
|---|---|---|---|---|
| GRAY, BLODGETT & COMPANY, PLLC | 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 | $1,336 | — | $1,336 | — | — |
| 2023 | $2,563 | — | $2,563 | — | — |
| 2022 | $1,610 | — | $1,610 | — | — |