Plan Snapshot
- Plan Sponsor: Oral Roberts University
- Sponsor EIN: 730739626
- Sponsor Address: 7777 S. LEWIS AVE, TULSA, OK, 74171
- Plan Type: 403(b)
- Total Participants: 483
- Total Assets: $74.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 483 | $74.7M | $652,387 | $2.0M |
| 2023 | 497 | $69.5M | $622,187 | $1.9M |
| 2022 | 504 | $63.6M | $625,143 | $1.9M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $66,557 | — | $66,557 |
| MARINER WEALTH ADVISORS, LLC | NONE | $32,000 | — | $32,000 |
| HOGANTAYLOR LLP | NONE | $22,700 | — | $22,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- HOGANTAYLOR LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,257
- Estimated Expense Ratio: 0.162% 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 | $123,961 | $32,000 | — | $22,700 | — |
| 2023 | $112,335 | $32,000 | — | $18,900 | — |
| 2022 | $114,264 | $28,250 | — | — | $28,100 |