Plan Snapshot
- Plan Sponsor: Oklahoma'S Credit Union
- Sponsor EIN: 736093655
- Sponsor Address: 3001 N. LINCOLN BLVD., OKLAHOMA CITY, OK, 73105
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 142 | $17.2M | $774,438 | $647,175 |
| 2023 | 149 | $14.4M | $755,080 | $620,598 |
| 2022 | 148 | $12.3M | $1.2M | $585,898 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $42,204 | $16,893 | $25,311 | — | — |
| 2023 | $37,400 | $1,412 | $35,988 | — | — |
| 2022 | $40,440 | — | $40,440 | — | — |