Plan Snapshot
- Plan Sponsor: Kickapoo Tribe Of Oklahoma
- Sponsor EIN: 731018494
- Sponsor Address: PO BOX 70, MCLOUD, OK, 748510070
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 322
- Total Assets: $16.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 322 | $16.0M | $557,515 | $832,210 |
| 2023 | 339 | $13.7M | $492,463 | $760,547 |
| 2022 | 363 | $11.5M | $550,139 | $805,786 |
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 |
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 | $2,969 | — | — | — | — |
| 2023 | $2,498 | — | — | — | — |
| 2022 | $108,898 | — | — | — | — |