Plan Snapshot
- Plan Sponsor: Lift Community Action Agency, INC.
- Sponsor EIN: 730772321
- Sponsor Address: 209 NORTH 4TH, HUGO, OK, 74743
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 245 | $11.3M | $0 | $0 |
| 2024 | 227 | $12.0M | $0 | $0 |
| 2023 | 215 | $11.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| FINLEY & COOK, PLLC | 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 |
|---|---|---|---|---|---|
| 2025 | $55,488 | $30,000 | $8,853 | — | — |
| 2024 | $55,527 | $30,000 | $5,390 | — | — |
| 2023 | $53,071 | — | — | — | $53,071 |