Plan Snapshot
- Plan Sponsor: Oklahoma Cancer Specialists Management Company, LLC
- Sponsor EIN: 271806985
- Sponsor Address: 12697 EAST 51ST STREET SOUTH, TULSA, OK, 74146
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $54.1M
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. |
|---|---|---|---|---|
| 2024 | 322 | $54.1M | $1.0M | $2.2M |
| 2023 | 342 | $49.7M | $767,654 | $2.2M |
| 2022 | 351 | $40.2M | $735,644 | $2.1M |
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 |
|---|---|---|---|---|
| EIDE BAILEY LLP | Auditor | — | — | $0 |
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 | $14,120 | — | $14,120 | — | — |
| 2023 | $22,731 | — | $22,731 | — | — |
| 2022 | $24,164 | — | $24,164 | — | — |