Plan Snapshot
- Plan Sponsor: Grand Lake Mental Health Center
- Sponsor EIN: 731039733
- Sponsor Address: 114 W. DELAWARE AVE., NOWATA, OK, 740482601
- Plan Type: DC
- Total Participants: 2,282
- Total Assets: $28.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,282 | $28.7M | $6.0M | $0 |
| 2023 | 1,386 | $21.9M | $5.0M | $0 |
| 2022 | 1,090 | $15.2M | $3.5M | $0 |
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 |
|---|---|---|---|---|
| CCK STRATEGIES | 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 | $115,736 | — | $115,736 | — | — |
| 2023 | $53,098 | — | $53,098 | — | — |
| 2022 | $54,957 | — | — | — | $54,957 |