Plan Snapshot
- Plan Sponsor: Oklahoma Medical Research Foundation
- Sponsor EIN: 730580274
- Sponsor Address: 825 NE 13TH STREET, OKLAHOMA CITY, OK, 73104
- Plan Type: DC
- Total Participants: 519
- Total Assets: $90.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 519 | $90.3M | $0 | $0 |
| 2023 | 480 | $79.1M | $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 |
|---|---|---|---|---|
| HSPG & ASSOCIATES, PC | Auditor | $13,260 | — | $13,260 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,260
- Estimated Expense Ratio: 0.015% 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 | $40,760 | $27,500 | — | $13,260 | — |
| 2023 | $27,500 | $27,500 | — | — | — |