Plan Snapshot
- Plan Sponsor: Oklahoma Farm Bureau Mutual
- Sponsor EIN: 730540035
- Sponsor Address: 2501 NORTH STILES AVE, OKLAHOMA CITY, OK, 73105
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $51.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 414 | $51.4M | $1.4M | $1.8M |
| 2023 | 339 | $46.3M | $1.2M | $1.6M |
| 2022 | 361 | $40.6M | $1.1M | $1.6M |
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 |
|---|---|---|---|---|
| HAYNIE & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & CO — 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 | $45,636 | — | — | — | — |
| 2023 | $64,385 | — | $63,885 | — | — |
| 2022 | $51,255 | — | $50,880 | — | — |