Plan Snapshot
- Plan Sponsor: Marilyn Ihloff, INC.
- Sponsor EIN: 731087467
- Sponsor Address: 2727 E 21ST STREET SUITE 102, TULSA, OK, 74114
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 42 | $2.9M | $23,867 | $104,412 |
| 2023 | 31 | $2.7M | $25,659 | $119,368 |
| 2022 | 43 | $3.3M | $40,234 | $172,353 |
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 |
|---|---|---|---|---|
| BRISCOE, BURKE & GRIGSBY LLP | 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 | $191,514 | — | $9,950 | — | — |
| 2023 | $1,297,165 | — | $4,550 | — | — |
| 2022 | $4,225 | — | — | — | — |