Plan Snapshot
- Plan Sponsor: First Oklahoma Bank
- Sponsor EIN: 730258330
- Sponsor Address: 100 SOUTH RIVERFRONT DRIVE, JENKS, OK, 74037
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $17.8M
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 | 112 | $17.8M | $528,672 | $909,157 |
| 2023 | 110 | $16.5M | $505,347 | $858,452 |
| 2022 | 127 | $14.5M | $513,863 | $899,285 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — 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 | $95,881 | $20,136 | — | — | — |
| 2023 | $80,063 | $12,823 | — | — | — |
| 2022 | $80,530 | — | — | — | $80,530 |