Plan Snapshot
- Plan Sponsor: Oklahoma Arthritis Center, P.C.
- Sponsor EIN: 731578116
- Sponsor Address: 1701 S RENAISSANCE BLVD, SUITE 110, EDMOND, OK, 73013
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 276
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 276 | $20.2M | $0 | $0 |
| 2024 | 220 | $16.4M | $1.6M | $788,874 |
| 2023 | 136 | $13.5M | $2.0M | $683,841 |
| 2022 | 92 | $9.6M | $1.6M | $576,445 |
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 |
|---|---|---|---|---|
| NEWEDGE ADVISORS | Other Service Provider | — | $32,987 | $32,987 |
| RETIREMENT PLAN ADMINISTRATORS LLC | Recordkeeper | — | $21,542 | $21,542 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,529
- Estimated Expense Ratio: 0.270% 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 |
|---|---|---|---|---|---|
| 2025 | $1,847,331 | — | $40,091 | — | — |
| 2024 | $71,222 | — | $71,222 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |