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: 403(b)
- Plan Number: 002
- Total Participants: 195
- Total Assets: $12.9M
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 | 195 | $12.9M | $0 | $0 |
| 2024 | 126 | $11.6M | $0 | $665,627 |
| 2023 | 130 | $9.6M | $0 | $678,918 |
| 2022 | 161 | $7.5M | $0 | $667,683 |
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 | $13,144 | — | $13,144 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,144
- Estimated Expense Ratio: 0.102% 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 | $1,081,232 | $1,734 | — | — | — |
| 2024 | $6,231 | — | — | — | — |
| 2023 | $6,557 | $1,231 | — | — | — |
| 2022 | $5,609 | — | — | — | $5,609 |