Plan Snapshot
- Plan Sponsor: Nbc Corp. Of Oklahoma INC.
- Sponsor EIN: 731189321
- Sponsor Address: 13401 NORTH PENNSYLVANIA AVENUE, OKLAHOMA CITY, OK, 73156
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $31.2M
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 | 137 | $31.2M | $813,665 | $955,708 |
| 2023 | 133 | $27.6M | $751,308 | $931,205 |
| 2022 | 136 | $23.0M | $736,596 | $845,386 |
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 |
|---|---|---|---|---|---|
| 2024 | $107,588 | $55,258 | — | — | — |
| 2023 | $68,768 | $24,456 | — | — | — |
| 2022 | $111,653 | $60,989 | — | — | $50,664 |