Oge Energy Corp. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Oge Energy Corp.
  • Sponsor EIN: 731481638
  • Sponsor Address: P.O. BOX 321, OKLAHOMA CITY, OK, 731010321
  • Plan Type: 401(k)
  • Total Participants: 2,284
  • Total Assets: $834.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,284$834.1M$21.7M$30.4M
20232,378$706.2M$18.9M$25.9M
20222,236$633.0M$16.8M$23.9M

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
ERNST & YOUNG, LLPAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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$347,048$299,346$3,300
2023$314,197$275,543$3,000
2022$302,435$257,198$45,237

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