Plan Snapshot
- Plan Sponsor: Oge Energy Corp.
- Sponsor EIN: 731481638
- Sponsor Address: P.O. BOX 321, OKLAHOMA CITY, OK, 731010321
- Plan Type: DB
- Total Participants: 730
- Total Assets: $280.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 730 | $280.7M | $13.5M | $0 |
| 2023 | 755 | $267.9M | $10.0M | $0 |
| 2022 | 788 | $318.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| FID MGMT TRUST CO | Custodian / Trustee | $565,966 | — | $565,966 |
| SHAPIRO CAPITAL MGT | Investment Advisor | $213,711 | — | $213,711 |
| AGINCOURT CAPITAL MANAGMENT LLC | Investment Advisor | $115,564 | — | $115,564 |
| TOCQUEVILLE ASSET MANAGEMENT LP | Investment Advisor | $112,838 | — | $112,838 |
| LORD, ABBETT & CO LLC | Investment Advisor | $110,229 | — | $110,229 |
| NUANCE INVESTMENTS LLC | Investment Advisor | $109,713 | — | $109,713 |
| HOISINGTON INV MGT CO | Investment Advisor | $63,646 | — | $63,646 |
| ANDCO CONSULTING LLC | Actuary | $60,022 | — | $60,022 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,351,689
- Estimated Expense Ratio: 0.481% 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 | $3,244,424 | $725,701 | — | — | — |
| 2023 | $3,538,589 | $3,538,589 | — | — | — |
| 2022 | $3,225,175 | $3,225,175 | — | — | — |