Plan Snapshot
- Plan Sponsor: Iowa Tribe Of Oklahoma
- Sponsor EIN: 730930652
- Sponsor Address: 335588 E 750 RD, PERKINS, OK, 740593268
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $10.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 276 | $10.1M | $556,242 | $714,594 |
| 2023 | 214 | $8.3M | $433,430 | $529,581 |
| 2022 | 256 | $6.7M | $407,747 | $522,831 |
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 |
|---|---|---|---|---|
| ROSE ROCK CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSE ROCK CPAS — 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 | $4,087 | — | — | — | — |
| 2023 | $2,106 | — | — | — | — |
| 2022 | $4,178 | — | — | — | — |