Plan Snapshot
- Plan Sponsor: Morton Comprehensive Health Services, INC.
- Sponsor EIN: 731177858
- Sponsor Address: P.O. BOX 481090, TULSA, OK, 74148
- Plan Type: 403(b)
- Total Participants: 147
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 147 | $6.7M | $270,972 | $446,116 |
| 2023 | 137 | $5.9M | $263,012 | $380,675 |
| 2022 | 94 | $5.1M | $250,692 | $382,278 |
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 |
|---|---|---|---|---|
| CONKLIN-GILPIN-WERTZ 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 |
|---|---|---|---|---|---|
| 2024 | $62,797 | $12,500 | — | — | — |
| 2023 | $44,258 | $10,000 | — | — | — |
| 2022 | $46,433 | — | — | — | $46,433 |