Plan Snapshot
- Plan Sponsor: Heritage Hall
- Sponsor EIN: 730783395
- Sponsor Address: 1800 NW 122ND STREET, OKLAHOMA CITY, OK, 73120
- Plan Type: 403(b)
- Total Participants: 182
- Total Assets: $29.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $29.3M | $869,586 | $739,253 |
| 2023 | 173 | $27.0M | $770,611 | $681,721 |
| 2022 | 186 | $24.6M | $788,051 | $616,798 |
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 |
|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | ADVISOR | $48,196 | — | $48,196 |
| TIAA | NONE | $20,979 | — | $20,979 |
| PENTEGRA SERVICES, INC. | NONE | $12,574 | — | $12,574 |
| COULTER & JUSTUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,749
- Estimated Expense Ratio: 0.279% of plan assets
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 | $81,858 | — | $81,750 | — | — |
| 2023 | $79,714 | — | $76,731 | — | — |
| 2022 | $74,415 | — | $74,415 | — | — |