Plan Snapshot
- Plan Sponsor: Indian Health Care Resource Center Of Tulsa, INC.
- Sponsor EIN: 731042545
- Sponsor Address: 550 SOUTH PEORIA, TULSA, OK, 74120
- Plan Type: DC
- Plan Number: 001
- Total Participants: 151
- Total Assets: $8.6M
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. |
|---|---|---|---|---|
| 2025 | 151 | $8.6M | $0 | $0 |
| 2024 | 126 | $7.5M | $447,059 | $0 |
| 2023 | 130 | $6.4M | $489,666 | $0 |
| 2022 | 161 | $5.1M | $461,631 | $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 |
|---|---|---|---|---|
| BOKF, NA | Custodian / Trustee | $33,263 | — | $33,263 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,263
- Estimated Expense Ratio: 0.389% 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 |
|---|---|---|---|---|---|
| 2025 | $579,166 | $4,145 | — | — | — |
| 2024 | $4,558 | — | — | — | — |
| 2023 | $5,027 | $915 | — | — | — |
| 2022 | $5,760 | — | $5,760 | — | — |