Plan Snapshot
- Plan Sponsor: Oklahoma Medical Research Foundation
- Sponsor EIN: 730580274
- Sponsor Address: 825 NE 13TH STREET, OKLAHOMA CITY, OK, 73104
- Plan Type: 403(b)
- Total Participants: 394
- Total Assets: $52.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 394 | $52.1M | $0 | $0 |
| 2023 | 359 | $45.9M | $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 |
|---|---|---|---|---|
| HSPG & ASSOCIATES, PC | Auditor | $7,500 | — | $7,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,500
- Estimated Expense Ratio: 0.014% 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 | $23,450 | $15,500 | — | $7,500 | — |
| 2023 | $15,800 | $15,500 | — | — | — |