# First Oklahoma Bank 401(k) Plan
Source: https://planprovider.pro/companies/first-oklahoma-bank-401k-plan

> First Oklahoma Bank's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Sooner Southwest Bankshares, INC.](https://planprovider.pro/companies/sooner-southwest-bankshares-inc-401k-plan) — 109 participants

- [Sooner Southwest Bankshares, INC.](https://planprovider.pro/companies/sooner-southwest-bankshares-inc-plan) — 103 participants

- [First National Bank And Trust Company](https://planprovider.pro/companies/first-national-bank-and-trust-company-401k-plan) — 123 participants

- [Spirit Bankcorp, INC.](https://planprovider.pro/companies/spirit-bankcorp-inc-401k-plan) — 124 participants

- [F & M Bancshares, INC.](https://planprovider.pro/companies/f-m-bancshares-inc-401k-plan) — 96 participants

- [Fnb Community Bank](https://planprovider.pro/companies/fnb-community-bank-401k-plan) — 130 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/first-oklahoma-bank-401k-plan)

© 2026 PlanProvider.Pro