Plan Snapshot
- Plan Sponsor: Insulation Specialists Of Tulsa INC
- Sponsor EIN: 731513570
- Sponsor Address: 7050 S. YALE AVE., TULSA, OK, 74134
- Plan Type: 401(k)
- Total Participants: 927
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 927 | $13.2M | $656,451 | $1.3M |
| 2023 | 795 | $11.5M | $625,748 | $1.2M |
| 2022 | 724 | $9.0M | $566,855 | $1.1M |
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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — Auditor
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 | $12,589 | $8,759 | $3,330 | — | — |
| 2023 | $11,247 | — | $11,247 | — | — |
| 2022 | $7,353 | — | — | — | $7,353 |