Plan Snapshot
- Plan Sponsor: Maric Healthcare, LLC
- Sponsor EIN: 043768758
- Sponsor Address: 7134 S. YALE AVE, STE 560, TULSA, OK, 74136
- Plan Type: 401(k)
- Total Participants: 428
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 428 | $1.1M | $70,217 | $298,223 |
| 2023 | 413 | $1.1M | $90,487 | $332,957 |
| 2022 | 426 | $736,735 | $95,999 | $329,810 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $19,170 | $2 | $19,172 |
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | — | $5,856 | $5,856 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,028
- Estimated Expense Ratio: 2.191% 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 |
|---|---|---|---|---|---|
| 2024 | $21,582 | $1,694 | $19,088 | — | — |
| 2023 | $16,360 | $1,265 | $14,445 | — | — |
| 2022 | $8,495 | — | — | — | — |