# Iowa Tribe Of Oklahoma 401(k) Plan
Source: https://planprovider.pro/companies/iowa-tribe-of-oklahoma-401k-plan

> Iowa Tribe Of Oklahoma's 401(k) plan: 276 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/rose-rock-cpas-pllc) — 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|—|—|—|—|

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