Plan Snapshot
- Plan Sponsor: Kaw Nation
- Sponsor EIN: 731184157
- Sponsor Address: 698 GRANDVIEW DRIVE, KAW CITY, OK, 74641
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 325
- Total Assets: $957,227
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. |
|---|---|---|---|---|
| 2025 | 325 | $957,227 | $0 | $0 |
| 2024 | 222 | $714,202 | $52,434 | $197,666 |
| 2023 | 225 | $488,927 | $57,204 | $220,326 |
| 2022 | 279 | $230,642 | $0 | $219,088 |
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 |
|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | Other Service Provider | $7,974 | — | $7,974 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,974
- Estimated Expense Ratio: 0.833% 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 | $107,199 | — | $7,974 | — | — |
| 2024 | $4,534 | — | — | — | — |
| 2023 | $3,290 | — | — | — | — |
| 2022 | $1,430 | — | — | — | — |