# Heritage Hall 403(b) Plan
Source: https://planprovider.pro/companies/heritage-hall-403b-plan

> Heritage Hall's 403(b) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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