Plan Snapshot
- Plan Sponsor: North American Security, INC.
- Sponsor EIN: 954502871
- Sponsor Address: 1701 S. KELLY AVE., EDMOND, OK, 73013
- Plan Type: DC
- Total Participants: 386
- Total Assets: $5.1M
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 | 386 | $5.1M | $1.7M | $16,350 |
| 2023 | 504 | $4.3M | $1.5M | $14,252 |
| 2022 | 539 | $3.1M | $841,023 | $6,090 |
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 |
|---|---|---|---|---|
| BAS PARTNERS | Auditor | $68,168 | — | $68,168 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,168
- Estimated Expense Ratio: 1.337% 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 | $68,168 | — | — | $68,168 | — |
| 2023 | $43,635 | — | $43,635 | — | — |
| 2022 | — | — | — | — | — |