Plan Snapshot
- Plan Sponsor: Trustees, Oklahoma State Pipe Trades Annuity Fund
- Sponsor EIN: 731153085
- Sponsor Address: 2908 NORTH HARVARD, TULSA, OK, 741152404
- Plan Type: DC
- Total Participants: 2,257
- Total Assets: $93.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,257 | $93.2M | $6.3M | $685,864 |
| 2023 | 1,727 | $83.1M | $4.5M | $447,346 |
| 2022 | 1,969 | $73.6M | $3.4M | $390,971 |
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 |
|---|---|---|---|---|
| ROYLE VAZQUEZ LLP | Auditor | $17,430 | — | $17,430 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,430
- Estimated Expense Ratio: 0.019% 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 | $548,491 | $97,516 | $117,010 | $17,430 | — |
| 2023 | $467,699 | $83,873 | $82,576 | $21,500 | — |
| 2022 | $230,861 | — | — | — | $35,543 |