Plan Snapshot
- Plan Sponsor: Leon Hank Reaves, President Smart Local 124
- Sponsor EIN: 736101985
- Sponsor Address: 3800 N W 36TH STREET, OKLAHOMA CITY, OK, 73112
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 372
- Total Assets: $303,953
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 372 | $303,953 | $413 | $2.2M |
| 2023 | 338 | $325,201 | $6,208 | $2.1M |
| 2022 | 324 | $978,877 | $3,570 | $1.9M |
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 |
|---|---|---|---|---|
| SMITH, CARNEY, & CO., P.C. | 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 | $230 | — | $230 | — | — |
| 2023 | $148 | — | $148 | — | — |
| 2022 | $105 | — | $105 | — | — |