Plan Snapshot
- Plan Sponsor: North Oklahoma County Mental Health Center
- Sponsor EIN: 731134098
- Sponsor Address: 4436 NW 50TH, OKLAHOMA CITY, OK, 73112
- Plan Type: 403(b)
- Total Participants: 351
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 351 | $16.5M | $679,577 | $818,657 |
| 2023 | 306 | $13.5M | $662,254 | $796,616 |
| 2022 | 356 | $11.2M | $679,204 | $718,337 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $8,202 | — | $8,202 | — | — |
| 2023 | $16,121 | $21,659 | -$5,538 | — | — |
| 2022 | $37,222 | — | $37,222 | — | — |