Plan Snapshot
- Plan Sponsor: Oneok, INC.
- Sponsor EIN: 731520922
- Sponsor Address: 100 WEST FIFTH STREET, TULSA, OK, 74103
- Plan Type: 401(k)
- Total Participants: 5,150
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,150 | $1.4B | $68.0M | $57.8M |
| 2023 | 4,756 | $1.2B | $47.2M | $36.9M |
| 2022 | 2,965 | $770.4M | $34.8M | $30.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | -$80,000 | — | -$80,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: -$80,000
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 | -$83,000 | — | -$3,000 | -$80,000 | — |
| 2023 | -$38,000 | — | -$1,000 | -$37,000 | — |
| 2022 | -$71,000 | — | — | — | — |