# Trustees, Oklahoma State Pipe Trades Annuity Fund DC Plan
Source: https://planprovider.pro/companies/oklahoma-state-pipe-trades-annuity-fund-plan

> Trustees, Oklahoma State Pipe Trades Annuity Fund's DC plan: 2,257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Cop, Hometown Services, INC.](https://planprovider.pro/companies/cop-hometown-services-inc-401k-plan) — 1,501 participants

- [Plumbers And Pipefitters Local 344](https://planprovider.pro/companies/plumbers-and-pipefitters-local-344-plan) — 1,459 participants

- [United Mechanical, INC.](https://planprovider.pro/companies/united-mechanical-inc-401k-plan-002) — 70 participants

- [Matherly Mechanical Contractors LLC](https://planprovider.pro/companies/matherly-mechanical-contractors-llc-401k-plan) — 18 participants

- [Streets, LLC](https://planprovider.pro/companies/streets-llc-401k-plan) — 17 participants

- [Jones American Hvac INC.](https://planprovider.pro/companies/jones-american-hvac-inc-401k-plan) — 5 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oklahoma-state-pipe-trades-annuity-fund-plan)

© 2026 PlanProvider.Pro