Plan Snapshot
- Plan Sponsor: Long Wave, INC.
- Sponsor EIN: 752619522
- Sponsor Address: 1111 N. LEE SUITE 334, OKLAHOMA CITY, OK, 73103
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 154 | $8.6M | $339,956 | $697,617 |
| 2023 | 116 | $6.2M | $277,523 | $581,492 |
| 2022 | 105 | $5.3M | $62,099 | $526,304 |
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 |
|---|---|---|---|---|
| HOGAN TAYLOR | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGAN TAYLOR — 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 | $1,011,247 | — | $42,444 | — | — |
| 2023 | $33,463 | $12,493 | — | — | — |
| 2022 | $43,175 | — | — | — | — |